Financial Planning Intern: Client Services & Finance Projects

Ripple Companies; Washington; On-site; USD 2,066,000 - 3,031,000; Full time

Benefits offered by this job

PTO accrual

Cultural perks

Job summary

Johnson Bixby offers an exciting paid intern opportunity within its client services group. You will learn to assist with client meetings, support multiple departments, and gain real-world experience in finance and accounting projects.

You'll collaborate with a professional team focused on client experience and high-level service. This internship provides exposure to the financial planning industry and various roles within the firm.

Qualifications

• Bachelor’s degree or currently enrolled in related field.
• Some related experience, internship, and/or training in a business environment.
• Minimum GPA of 3.0
• Computer experience in Microsoft Office, especially Excel and Word.
• Ability to work independently with minimal supervision.
• Multitasking skills as well as the ability to prioritize work.
• Strong communication skills with emphasis on both oral and written communication when dealing with clients and other team members.
• Ability to work at a sustained pace while producing quality work.
• Ability to respond to common inquiries or complaints from clients, regulatory agencies, or members of the business community.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, future value, and present value.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Responsibilities

• Provide support to our client services, planner, investment, accounting, and administrative teams.
• Learn the process and procedures of the Client Services Department.
• Perform basic data entry and research for various departmental projects that must be completed in a timely manner.
• Work with client service team members to ensure a smooth and seamless client experience.
• Meet with our professionals to expand your knowledge and resources to help prepare you for your career.

Skills

Communication skills

Independent work

Multitasking

Education

Bachelor's degree or enrolled in related field

Tools

Excel

Word

Job description

Johnson Bixby offers an exciting paid intern opportunity within its client services group. You will learn to assist with client meetings, support multiple departments, and gain real-world experience in finance and accounting projects.

You'll collaborate with a professional team focused on client experience and high-level service. This internship provides exposure to the financial planning industry and various roles within the firm.