Cash Management Specialist

Louisville, Kentucky

Employer: Baird
Industry: Operations
Salary: Competitive
Job type: Full-Time
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.


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Created: 2024-08-22
Reference: R2024867-KY-Louisville
Country: United States
State: Kentucky
City: Louisville
ZIP: 40177

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