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Cash Management Specialist

Cash Management Specialist

BairdLouisville, KY
30+ days ago
Job type
  • Full-time
Job description

As a Cash Management Specialist, you will :

  • Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations Partnership Commitments.
  • Ensure adherence to regulations, Baird policies, and department procedures and policies.
  • Answer and / or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests.
  • Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
  • Work on special team projects or support other team members in their efforts.
  • Coordinate and communicate with internal clients and external vendors regarding cash management activity. This activity can include all aspects of the cash management and cash sweep products.
  • Document, research and analyze problems, while rendering quick and responsible decisions based on clients’ need.
  • Reconcile, settle and process trade activity with our various vendors.
  • Deep knowledge on the inner workings of check writing and check writing products.
  • Perform other duties as required.

What makes this opportunity great :

  • Opportunity to collaborate with teammates for hands on training.
  • Compelling careers working side-by-side with the best in the business.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

    • What we look for :

  • Bachelor’s degree preferred and / or 2+ years of experience in a financial services operations role is a plus.
  • Ability to work with 3rd party vendor software.
  • Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
  • Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.
  • Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
  • Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting.
  • Passion for providing high-value client service.
  • Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
  • Proven reliability in performance.

    • LI-CM1