11 дней назад
Investment Services Intern (Private Wealth)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Investment Services Intern (Private Wealth): Supporting investment services and client relations through banking tasks, account maintenance, reports, and client meeting preparation with an accent on project execution, process audits, and detailed account administration. Focus on coordinating client communications, processing account changes and documents, and completing valuable projects under advisor mentorship.
Location: Columbia, Missouri; Jackson, Tennessee; or Little Rock, Arkansas
Company
provides banking and private wealth investment services.
What you will do
- Work on one or more key investment services projects.
- Assist with banking tasks, process audits, and reports.
- Serve as a point of contact for client reception and internal departments.
- Schedule and prepare for client meetings.
- Maintain advisor accounts and process address updates, beneficiary changes, and other account maintenance tasks.
- Prepare and process client mail, including forms, tax documents, and statements.
Requirements
- Currently pursuing a business or related degree with at least junior standing.
- Strong written and verbal communication skills.
- Excellent time management, project management, and attention to detail.
- Proficiency in Microsoft Office Suite.
- Positive attitude, quick learning ability, and a team-oriented mindset.
- Interest in working for .
Culture & Benefits
- Part-time internship running during Fall 2026, from September 1 through December 11, with potentially flexible dates.
- Hands-on experience in investment services and client relations.
- Mentorship from an experienced Client Specialist and guidance from a Simmons Sidekick.
- Exposure to company executives, culture, and networking events.
- Potential consideration for future opportunities at .
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