Customer / Client Support Specialist, Financial Planning Support
4 Year Degree
Under general supervision, the financial services intern will provide proactive support and assistance to financial advisors and financial industry professionals. The intern will follow established procedures to perform the various duties and responsibilities as follows:
Field inbound phone calls, take messages, transfer calls, and manage voicemails
Process new account paperwork, account deposits, withdrawals, and transfers
Scanning, filing, copying, and distribute of mail as needed
Prepare letters, forms, reports, and spreadsheets to assist with servicing existing clients and prospecting for new clients
Schedule calls & appointments for financial advisors
Desired Job Skills & Requirements
Current enrollment in, or recent graduation from, a bachelor’s degree program
Professional, service-oriented demeanor
Verbal and written communication skills are essential
Ability to organize, manage, and track multiple ongoing tasks
Excellent work ethic
Attention to detail
Microsoft Word, Excel, and PowerPoint proficiency
Interest in finance- preference will be given to Finance, Accounting, and Economics majors
The Saxon Financial Group internship will allow you to gain exposure to the financial services industry and gain skills that will be important for employers to see on your resume. The duration of the internship is flexible, based on your semester obligations and performance.
Interested parties should email Jaclyn Beasley at Jaclyn.firstname.lastname@example.org with their resume. Cover letters are not required, but often leave a good first impression.
Saxon Financial Group is an Independent Registered Investment Advisory firm that provides full service financial planning, portfolio management, estate planning and retirement plan services to individuals and businesses primarily in Texas. Saxon Financial Group combines the responsiveness of a personal CFO with a comprehensive team approach to ensure a high level of service. Our business strate...gy is to build an in-house consulting team with strong credentials and analytical skills, while also cultivating relationships with outside specialists in the fields of accounting, law, securities, and insurance. In this way, we can offer complete and competitive solutions to our clients. Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.