Investment Services Intern

UW Credit Union - Madison, WI3.6

30+ days agoPart-time
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.