Call Me, Maybe?
Orgs
Client Service 101
Baird, Math and Beyond!
Trust the Ops
100

This process isn’t complete. Let’s find out which queue it is in.

Who is Business Process?

100

We planned the Ops picnic and summer boat cruise.

What is Fun at Baird?

100

You might use me to hand off our call to another associate.

What is a warm hand off?

100

Voicemails should be answered within this amount of time.

What is 1 hour?

100

Have a quick question?  You can reach me via ping, no pong.

What is TEAMS?

200

I have a question about a proxy, hmmm...

Who is Statements and Investment Reporting?

200

You can look here for updates on Ops Associate news.

What is ConneXions?

200

Superior Client Service, The Dot and Emotional Intelligence are examples of this.

What are T&D Courses?

200

These three numbers indicate good luck, but are also a part of the address to this building.

What is 777, US Bank Building?

200

To provide the best answer, what can Beyonce and our peers expect us to actively do?

What is Listen?

300

Two heads of the three-headed Advisory monster, these teams handle new advisory accounts and the fees that come with them.

Who are Advisory Operations & Advisory Billing?

300

Learning about Operations Departments over lunch.

What are Brown Bag Lunches?

300

"To Provide the best financial advice and service to our clients..."

What is Baird's Mission Statement?

300

Baird Operations consists of this many teams.

What is 34 teams?

300

You can expect this to not have LOL smiley face or TTYL when drafting.

What is a professional email?

400

Foreign wire transfer review.

Who is Treasury Management?

400

You might join this organization if you're a newer associate

What is Concourse?

400

We strive to answer calls within these many rings?

What is 3 rings?

400

All Teams messages and emails should be acknowledged within this timeframe.

What is 1 hour, and answered by the end of the day?

400

There's a meeting on the 29th floor... no jeans, no caps, no sneakers..

What is "dress for your day"?

500

A client would like to open an account... Oh no there is no CRA on file!

Who is Client Account Set Up & Documentation?

500

"Let's Talk"

What is Operations Inclusion & Diversity?

500

The service standards that Operations is committed to is referred to as this.

What is OPC (Operations Partnership Commitment)?

500

The number of years that Baird has been providing excellent client service.

What is 104 years?

500

Our Mission, Core Beliefs, and Associate Promise.

What is The Baird Way?

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