Client Service Internship

Waldron Private Wealth; Plymouth Charter Township (MI); On-site; USD 17,000 - 25,000; Part time

Job summary

Waldron Private Wealth in Plymouth, MI invites a Client Service intern to join the Client Service team. You'll learn day-to-day client service activities while providing operational and administrative support to the CS Department.

The internship requires current undergraduate or graduate enrollment, a commitment for multiple semesters, 15 hours per week during the school year and 35-40 hours in summer, transportation to the Plymouth office, and eligibility to work in the U.S.

Qualifications

• Currently enrolled as an undergraduate or graduate student.
• Must be able to commit to the internship for multiple semesters.
• Reliable transportation to and from our office in Plymouth, MI.
• Ability to work a minimum of 15 hours per week during the school year and 35-40 hours per week during the summer months.
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Responsibilities

• Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
• Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
• Assist in the research and gathering of information to resolve a client issue.
• Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
• Provide document management for CS department and other departments including document naming and uploading to document management system.
• Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Skills

Administrative support

Data entry

Report generation

Document management

Communication

Education

Undergraduate or graduate student

Tools

Office software

Job description

Waldron Private Wealth (Waldron) is looking fora Client Service intern to work closely with the Client Service team learning the ins and outs ofthe day-to-day client service activities while providing operational and administrative assistance tothe Client Services (CS) Department.

In this role you will:

1. Process forms and documentation for custodial related items including opening new accounts, setting up standinginstructions, adding beneficiaries to accounts, etc.
2. Provide administrative support to CS department for various requests including preparing FedEx mailings, postageand envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrativerelated items as requested.
3. Assist in the research and gathering of information to resolve a client issue.
4. Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, codingtransactions, addressing account issues, and running reports as requested.
5. Provide document management for CS department and other departments including document naming anduploading to document management system.
6. Create and distribute various reports from custodian and data aggregation platforms for internal and externalcustomers.

Requirements

• Currently enrolled as an undergraduate or graduate student.
• Must be able to commit to the internship for multiple semesters.
• Must have reliable transportation to and from our officein Plymouth, MI.
• Ability to work a minimum of 15 hours per week during the school year and 35-40 hours per week during the summer months.
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.