Wealth Management Intern (Winter)
About The Position
Calamos Wealth Management (“CWM”) is seeking a highly motivated candidate to join our team as a Wealth Management Intern. This position will provide comprehensive administrative support while working closely with team members within Client Service and Operations. The Wealth Management Intern will benefit from mentorship opportunities with various experienced members of the CWM team and Operations partners to develop skills and knowledge of the wealth management industry. The role will report to CWM’s Business Strategist and be based in our Chicago office with occasional travel required to our Naperville location .
Nice To Haves
- Bachelor's degree (or pursuing) in Business, Finance, Economics, Data Analytics, or related field with a minimum GPA of 3.0
- Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint); experience with Power BI a plus
- Strong analytical and research skills, along with ability to identify patterns, connections, and discrepancies across different systems and datasets
- Comfortable explaining analysis findings in a succinct way
- Ability to work in a fast-paced environment and manage multiple tasks simultaneously, while managing priority shifts
- Strong organizational skills and heightened attention to detail
- Basic knowledge of investments and financial markets
- Excellent communication skills, verbal and written
Responsibilities
- Sales Support: Gather, consolidate, and maintain client data for sales enablement projects.
- Assist with daily leads process by logging lead information onto CRM system, providing prospective client research, and communicating details to advisors.
- Process Documentation: Document process improvements, capturing stakeholder insights, workflows, and recommended solutions; assist in procedural updates as appropriate
- Client Onboarding: assist with new account onboarding, paperwork documentation and all CRM and internal system setup
- Account Maintenance: Help maintain client accounts (address changes, document updates, etc.)
- Analysis: Maintain dashboards that help the team monitor performance and identify trends in client data to improve our processes
- KPI Reporting: Create ad hoc and recurring reports to support business operations, track and analyze client onboarding times and account metrics
- Financial Reporting: Support in quarterly reporting and special data projects
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What This Job Offers
Career Level
Intern
Number of Employees
251-500 employees
