The Operations Intern will work directly with the operations and service team to gain exposure to the financial services industry, operations, and client service.
· Monitor exception reporting and update data in Salesforce as needed.
· Process service requests from advisors and clients
· Assist with keeping current filing of documents up to date electronically
· Other projects as assigned
· In pursuit of a college degree in a related field
· Ability to work on a team
· Strong desire to gain further understanding of the financial services industry
Effective communication and interpersonal skills