• Investment Services Intern

    Posted Date 1 month ago(1 month ago)
    ID
    2018-3165
    Location : City
    Madison
    Category
    Member Service
    FTE
    .50
    Schedule
    Flexible 15-20 hours per week
    Salary Grade
    4
    Min
    USD $15.00/Hr.
  • Overview

    The Investment Services Intern provides administrative and functional support to the Investment Services Department.  This position will support the sales and service model of the program and will require learning core software solutions such as Salesforce, BranchNet and the Referral and Lead Management system (RLM).

    Responsibilities

    The Investment Services Intern Experience will include:

    • Exposure to UW Credit Union corporate structure
      • Core Values
      • Department functions
      • Performance Management- Including a performance review for the intern
    • Investment Services Department Structure
      • Roles and Responsibilities
      • Goals and Initiatives
      • Standards
      • Broker Dealer Relationship
    • Functional Responsibility as Sales Assistant
      • Handling inbound and outbound calls
      • Working within Customer Relationship Management system
      • Providing sales support to Financial Consultants
      • Special Projects
    • Education
      • Wholesaler presentations
      • Financial Consultant observations
      • Seminar Involvement
      • Industry insight to structure
    • Process
      • From start to finish- Understanding the process of moving a potential member client to a true customer

    Qualifications

    To perform this job successfully, an individual must demonstrate regular, predictable attendance and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. The individual must be able to successfully pass background checks.

     

    Education:

    Personal Finance, Accounting, Finance, Business or a related major

     

    Additional Requirements:

    Must be part-time in school or currently enrolled (active) and have completed two semesters of coursework in an accredited college or technical school.  The ideal candidate will have a genuine interest in the financial landscape with special emphasis on Wealth Management. The individual should have a solid understanding of financial concepts.

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