Client Service Intern
Altair Advisers•Chicago, IL
•$0 - $25
About The Position
Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives.
Requirements
- Candidate must be enrolled in an accredited 4-year finance, accounting or economics program with significant course work in these areas
- Cumulative GPA of 3.5 or better
- Must be highly motivated with strong work ethic
- Good skills in Microsoft Office products
- Excellent interpersonal and communication skills
Nice To Haves
- Preferred candidate is a rising junior for their upcoming school year
Responsibilities
- Assist in the preparation of materials for meetings with clients and prospective clients
- Participate and take notes during meetings with client service team members and clients
- Prepare and analyze reports for investment performance tracking, retirement planning, charitable gifting and tax preparation
- Participate in research projects, money manager calls and meetings with custodial banks
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Career Level
Intern
