Benefits:

Flexible schedule

INTERNSHIPS WITH THE OPPORTUNITY FOR FUTURE POTENTIAL EMPLOYMENT!

The Client Associate Intern is an unpaid position that works with Alpha Wealth Management.

Job Summary

The Alpha Wealth internship program is for current bachelor's, master's level or after graduate students. The company is seeking innovative candidates who are interested to experience a true insight into a career in finance, true analytical and problem solvers that challenge themselves to find the most effective and efficient solutions to complex challenges. The candidate will be the connection point between our clients and industry experts. Send us your Resume and Motivation Letter and come to join us!

Education and Experience

Enrolled in a college or bachelor’s/master’s degree (accounting, finance, or business-related field).

With equivalent of 3.0 GPA or above (preferred),

At least 6 months commitment,

No prior work experience is necessary,

Proficient in Microsoft Office (specifically Excel and Word),

Must be fluent in English (verbal and written),

Must be authorized to work in the United States, no visa sponsorship is available.

Skills

Detail-oriented with strong organizational skills and ability to work with confidential documents,

Problem solving and analytical skills,

Possesses great communication skills with ability to work efficiently in a fast-paced environment,

Ability to work autonomously and/or in team,

Uses logic and reasoning to identify the causes, approaches, conclusions, and solutions to problems.

Gives full attention to what others are saying, takes time to understand the points being made, asks questions as appropriate, and responds with respect and professionalism,

Ability to apply discretion and trust with confidential company information.

Primary Job Duties

Attend to clients by phone, email, online chat, or in person, providing information, guidance, and technical support with their accounts.

Coordinate with customers and third-party fiduciary to ensure all accounts are in good order.

Provide all interactions with clients in a professional and courteous manner.

Use applicable software and web-based programs to conduct daily business.

Keep records of client interaction and transactions, recording details of inquiries and assistance provided.

Creates and maintain confidential reports, records, and files.

Performs various secretarial, clerical, and administrative duties, with special attention to the fact that the information, decisions, and communication involved may be sensitive or confidential.

May assist with scheduling meetings and appointments.

May assist with legal documents and confidential reports; acquiring official signatures as required.

May assist with Microsoft Excel calculations and formulas.

Perform other duties as assigned.

Compensation and benefits ·

8+ hours per week of handson experience,

Flexible schedule,

Opportunity to receive a full-time employment offer,

A letter of recommendation,