Call Me, Maybe?
An advisor wants to cover a portion of the PWM client’s advisory fee
Who is Account Transactions?
Operations New for You!
What is ConneXions?
You might use me to hand off our call to another associate.
What is a warm hand off?
Have a quick question? You can reach me via ping, no pong.
What is Teams?
Voicemails should be answered within this amount of time.
What is 1 hour?
An advisor being charged discount sharing on a trade
Who is Commissions?
We planned Ops-Toberfest and the Ops Picnic
What is Fun at Baird?
"To Provide the best financial advice and service to our clients..."
What is Baird's Mission Statement?
To provide the best answer, what can Beyonce and our peers expect us to actively do?
What is Listen?
These three numbers indicate good luck but are also a part of the address to this building.
What is 777, US Bank Building?
Two heads of the three-headed Advisory monster, these teams handle new advisory accounts and Align portfolios.
Who are Advisory Operations and Advisory Trading?
Here to welcome new associates to Operations and they come bearing gifts!
What is Concourse?
We strive to answer calls within these many rings?
What is 3 rings?
You can expect this to not have LOL smiley face or TTYL when drafting.
What is a professional email?
Baird Operations consists of this many teams.
What is 34 teams?
I need to send an email to all of Operations.
Who is Ops Admin?
SQL, PowerBI, Excel or even Drafting emails. We can learn from each other.
What is Peer to Peer Learning?
Superior Client Service, The Dot and Emotional Intelligence are examples of this.
What are T&D Courses?
There's a meeting on the 29th floor... no jeans, no caps, no sneakers...
What is "dress for your day"?
All Teams messages and emails should be acknowledged within this timeframe.
What is 1 hour, and answered by the end of the day?
Oh no! A dividend reinvestment for equities needs updating.
What is Ops- Corporate Actions?
From Coffee Tasting to Dragon Boat racing this Org keeps pretty busy...
What is Operations Inclusion & Diversity?
The service standards that Operations is committed to is referred to as this.
What is OPS (Operations Partnership Commitment)?
Our Mission, Core Beliefs, and Associate Promise.
What is The Baird Way?
The number of years that Baird has been providing excellent client service.
What is 104 years?