Wealth Management Intern
4 days ago
Calamos Wealth Management ("CWM") is seeking a highly motivated candidate to join our team as a Client Service & Data Intern. This position will provide comprehensive administrative support while working closely with team members within Client Service. The Client Service & Data intern will benefit from mentorship opportunities with various experienced members of the CWM team 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
Primary 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
- Client Onboarding: Assist with new account onboarding, paperwork documentation and CRM 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
- Bachelor's degree (or pursuing as a rising junior or senior) 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)
- Strong analytical skills and ability to identify patterns and connections 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
- Experience with Power BI or other data visualization software
- Excellent communication skills, verbal and written
For Illinois Applicants only: the expected hourly rate for this position is $22/hr.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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