You are viewing a preview of this job. Log in or register to view more details about this job.

Client Service Associate

Company Overview:
Freedom Fiduciaries is a customer-focused financial services firm that specializes in helping businesses with their retirment plan. Our team is dedicated to providing exceptional service and support to our clients, and we strive to create a fun and collaborative work environment that encourages professional growth and development.

Job Summary:
We are seeking a highly motivated and detail-oriented Client Service Associate Intern to join our team. The Client Service Associate Intern will work closely with the VP, Director of Client Service to support day-to-day tasks, such as administrative duties, reporting, preparing for client meetings, and more. The Client Service Associate Intern will also have the opportunity to try out various roles within the firm and potentially secure a full-time job placement upon graduation.

Responsibilities:
• Assist the VP, Director of Client Service with day-to-day tasks, such as scheduling meetings, preparing reports, and organizing client files
• Prepare materials for client meetings, including presentations and reports
• Communicate with clients to provide support and answer questions
• Provide administrative support to other team members, as needed
• Help maintain client records and files
• Collaborate with other departments to ensure timely and accurate completion of client requests
• Continuously seek ways to improve processes and procedures to enhance the client experience

Requirements:
• Currently enrolled in a bachelor's degree program in business, finance, human resources, or a related field
• Excellent written and verbal communication skills
• Strong attention to detail and ability to prioritize tasks
• Proficient in Microsoft Office Suite, including Excel and PowerPoint
• Ability to work independently and as part of a team
• Positive attitude and willingness to learn
• Previous internship or work experience in finance or customer service is a plus
Benefits:
• Opportunity to work with a team of experienced professionals in a dynamic and fast-paced environment
• Exposure to various roles within the firm to help determine career path
• Potential for full-time job placement upon graduation
• Competitive compensation package
• Fun and collaborative work environment that values teamwork and employee development

If you are looking for an opportunity to gain valuable experience in the financial services industry while working in a fun and supportive environment, we encourage you to apply for this exciting internship opportunity with Freedom Fiduciaries.