Client Service Intern - Dive Into the World of Wealth Management
Employer
Waldron Private Wealth
Salary
$30k-$35k (estimated pay)
Location
Plymouth, MI
Employment Type
Internship
Сategory
Financial Advisors
Description
Exciting Client Service Internship available at Waldron Private Wealth for motivated students seeking hands-on experience in client services and operations.
Qualifications
- Currently enrolled in accredited university
- Strong Microsoft Excel skills
Responsibilities
- Process forms and documentation for custodial related items
- Provide administrative support to CS department
- Assist in research and gathering of information to resolve client issues
Education
Currently enrolled in accredited university
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