Sales Associate Intern

Job description

The Sales Associate Intern provides ongoing day-to-day support of a Private Wealth Advisor's book of business. While tasks may vary day to day, responsibilities will include but are not limited to:

- Working with clients to ensure proper accounting opening procedures and documentation

- Providing account information to clients and Private Wealth Advisors and maintaining key client relationships

- Proactively resolving clients' issues and concerns

- Learning the business and products in order to assist Private Wealth Advisors

- Clerical duties such as handling telephones, mailing, filing, processing forms, travel and expenses

- Taking and placing customer orders in brokerage and advisory accounts

- Participating in ongoing platform reviews and design initiatives

- Participating in ongoing learning and development to enhance support of Private Wealth Advisors' business

- Comply with all industry rules and regulation and firm policies

Desired profile

- Excellent written and verbal communication skills

- Strong computer skills, including internet

- Knowledge of Word, Excel, and PowerPoint

- Superior interpersonal, organizational, and client service skills