Offer summary

Qualifications:

Pursuing a bachelor's degree in finance, accounting, or economics, preferably between junior and senior years., Well-developed written and verbal communication skills for effective interaction at all organizational levels., Detail-oriented, highly organized, and adaptable to various tasks., Proficient in Microsoft Office Suite or related software..

Key responsabilities:

Support client account maintenance through data entry and CRM system management.

Compile and analyze KPI metrics, ensuring accuracy in large data sets using Excel and reporting tools.

Develop and deliver regular data reports and dashboards to track project effectiveness.

Assist with miscellaneous tasks such as document preparation, organizing client files, and communication.

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are seeking a Client Service Operations Intern to join our team. This internship provides a valuable opportunity to gain hands-on experience in the financial services industry, supporting our client service operations team with essential tasks related to client account maintenance, data analysis, and administrative support. Key takeaways from this role include developing expertise in operations, enhancing data analysis skills, and gaining practical knowledge on how to compile KPI metrics. This position is ideal for students aspiring to build a career in operations within the financial services industry.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $20 per hour. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Operational Tasks

Data entry to support new client accounts and maintenance of existing relationships
Resolve outstanding tasks in CRM systems
Process requests for system access for internal users

Compiling KPI Metrics

Manage large data sets in Excel and other reporting tools, ensuring accuracy and timely updates
Develop, maintain, and deliver regular data reports and dashboards to track the progress and effectiveness of transition projects
Conduct data analysis on client accounts, assets, and key metrics to identify trends and potential issues during the transition process

Ancillary Daybreak tasks

Support the team with ad hoc projects related to Project Daybreak
Miscellaneous preparation of documents, organizing of client files, scanning, email and phone communication, and use of technology

Education/Qualifications

Preferably Pursuing bachelor’s degree in finance, accounting, or economics.
Preferably students between their junior and senior years
Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
Detail oriented, highly organized and adaptable
Proficient with Microsoft Office Suite or related software

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Intern level is $34,309 to $52,983.

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#LI-Remote

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. As an intern, you may participate in the following benefits & development opportunities:

Training and professional development
Wellness programs and resources
Worker's compensation

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

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