Great Waters Financial is seeking to hire a Client Service Intern to join the Wealth Management team at our central office. In order to work in a fast-paced, young company, applicants must be willing to become well versed in the technical aspects of the client service role, show teachability, and desire to learn new skills. 

Responsibilities 

  • Understand our policies and live out our Core Values
  • Provide account support for existing client relationships
  • Master details of client servicing forms and processes
  • Commit to confidentiality while working with sensitive data
  • Work with other team members to solve problems
  • Maintain current processes while providing process improvement input

 

Characteristics of an ideal applicant 

  • Excellent verbal and written communications skills
  • Ability to multitask, prioritize, and manage time effectively
  • Ability and willingness to learn new things
  • Tech savvy and able to pick up new systems quickly (Experience with MacOS preferred)

Fill out the form below to apply.