Daniel Mueller
Client Services Specialist at Robert W. Baird & Co.
- Role
- Client Services Specialist at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Client Services Specialist
May 2014 — Present · Milwaukee, WI, US
Served as primary point of contact for branch personnel to resolve client account issues, orchestrating the participation of multiple departments as needed•Authorized and effected transfers of securities and funds, adhering to firm procedures regarding wires, ACH’s, checks, and book entry transfers•Maintained oversight of margin accounts, issuing margin calls pursuant to regulatory standards concerning extension of credit•Devised new tools and methods for processing transactions, resulting in improved department efficiency•Created and employed training methods for new department associates•Developed department manual to include new processes and requirements•Provided subject-matter expertise for large-scale Operations initiatives, working alongside key players to optimize business productivity
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