Client Service Intern

INTERNSHIP SUMMARY
We value our interns at Millennium Trust Company and are excited to provide them with an opportunity to develop their professional skills while obtaining hands on practical experience in the financial services/custody industry. This is a paid program geared toward college students, recent college graduates, and those individuals pursuing a Master’s degree.

RESPONSIBILITIES

• Handle all incoming and outgoing client phone calls
• Understand and be able to articulate the account opening, distributions, and investment process to clients
• Assist clients in ensuring that all required forms are fully completed
• Provides educated answers with regard to Qualified Plans, IRA’s, and IRS Codes.
• Maintain a professional approach to client service, consistent with Millennium Trust Company protocol and service levels
• May assist with returning emails/voice mails and case management.
• Performs other job-related duties as assigned.

INTERN WILL HAVE THE OPPORTUNITY TO PARTICIPATE IN

• Lunch-and-Learn sessions to network with other interns and Millennium Trust Company executives
• Have your resume reviewed by an HR professional

QUALIFICATIONS  

• Currently pursuing an undergraduate or graduate degree in Finance, Accounting, Business or related field
• Completion of freshman year and a minimum GPA of 3.0
• Proficiency in Microsoft Office (Word, Excel, PowerPoint and Outlook)
• Professional demeanor and detail-oriented
• Strong interpersonal communication skills
• Analytical and quantitative skills required
• Strong research and problem solving skills
• Capacity  to maintain confidential information

SCHEDULE, COMPENSATION, AND OTHER INFORMATION

• The internship program is a 8-week program with full time hours
• Business casual dress with jeans on Friday
• Occasionally lifts up to 25 pounds