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Wasmer Schroeder

Academic Internship – Client Services

Overview

Employer: Wasmer Schroeder
Location: Naples, FL
Salary: Hourly
Posted: 2/26/2019
Job Function: Client Services
Employment Type: Internship
Compensation: $12/hr

The role of the intern will be to provide various levels of data entry and administrative support to the Client Services team, while gaining valuable industry knowledge. Client Services focuses on maintaining relationships with the client and is their primary point of contact. The department is responsible for opening new accounts, coordinating support activities, maintaining a client relationship management (CRM) system and handling daily administrative requirements. The intern will assist with the aforementioned tasks and provide an overall level of support with various tasks assigned to them.

For questions, please contact:

resume@wasmerschroeder.com

Responsibilities and Learning Outcomes

  • Monitor custodial websites for new accounts and account funding
  • Assist Client Service Managers with various projects
  • Prepare client reports
  • Perform routine maintenance in our CRM database
  • Contact setup
  • Scanning and saving various documents

Qualifications

  • Experience with Microsoft Word, Excel and Outlook required
  • Self-starter
  • Strong attention to detail
  • Exceptional organizational skills
  • Task-oriented
  • Ability to work independently

Hours

  • Approximately 15-20 hours per week
  • Times flexible within normal business hours: 8:00am-5:30pm