Client Service Associate Intern - Strata Wealth Partners

Hightower • Norwich, CT

22h • Hybrid

About The Position

This part-time, hybrid on-site/off-site Client Service Associate Intern role is located in Norwich, CT. As an intern, you will have the opportunity to be involved in day-to-day tasks that support our clients and team. You will assist with client outreach, account maintenance, and other administrative tasks while learning valuable insights about the industry the Financial Advisor role. In fact, ideally, this position would lead to a full-time role on the team, ultimately transitioning to a full junior financial advisory position.

Requirements

• Undergraduate, junior level or higher
• Academic focus on investments, finance, business, or economics
• Will demonstrate an interest in, and aptitude for, investment research, portfolio management, financial markets, and most of all, client service
• Excellent attention to detail and accuracy
• Ability to prioritize and multitask in a fast-paced environment
• Strong verbal and written communication skills
• Ability to work independently, manage time, establish priorities, and meet deadlines
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Ability to commit to ~15-20 hour work week
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• Prior experience or coursework in finance, business, or a related field is a plus

Responsibilities

• Assist with client outreach
• Account maintenance
• Other administrative tasks

Benefits

• Opportunity for career track growth within Strata Wealth Partners’ Financial Advisor path
• Opportunity to increase knowledge and experience in wealth management
• Be mentored by experienced professionals
• Gain market knowledge

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: Associate degree