Wealth management internship job description
Example wealth management internship requirements on a job description
- Bachelor's degree in finance, accounting, or business
- Knowledge of financial markets and investments
- Ability to analyze and interpret financial data
- Proficient in MS Excel
- Excellent communication skills
- Strong organizational skills
- Ability to multi-task
- Adaptable to changing environment
- Strong problem-solving skills
- Teamwork oriented
Wealth management internship job description example 1
The Atlantic wealth management internship job description
Headquartered in Richmond, Virginia, Atlantic Vision Partners is a premier network of integrated eye care practices and specialists located across the states of Virginia, North Carolina, and Tennessee. We have over 400 employees on our team, working in over 50 locations.
About You
We’ve been looking for YOU, a self-motivated, detailed, fast learning individual to join our Team as a Revenue Cycle Management Associate. You have a positive attitude, willingness and are looking for a great opportunity and long-term career!
The Revenue Cycle Management (RCM) Coordinator is responsible for filing insurance claims, managing patient accounts, and answering inquires on account status and charges from optometry and ophthalmology patients. You will collect and enter claim information, post insurance and patient payments and follow up on unpaid and rejected claims in a timely fashion. You will also be held accountable for documenting all customer interactions in our account management system.
To Succeed In This Role, You Need:
• Excellent judgment, dependability, and conscientiousness.
• Demonstrated high ethical standards and integrity.
• Demonstrated attention to detail.
• Demonstrated accuracy and thoroughness; monitors own work to ensure quality.
• Customer and patient service orientation: prompt response to patient needs and ability to manage difficult or emotional customer situations with tact, empathy and diplomacy.
• Ability to work cooperatively in group situations; offers assistance and support to coworkers, actively resolves conflicts, inspires trust of others, and treats patients and coworkers with respect.
We offer incredible benefits to include medical, dental, employer paid LTD, employer paid Life, 401k with an employer match, free vision exams for your family, PTO and personal days.
*Atlantic Vision Partners is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
Wealth management internship job description example 2
Campbells wealth management internship job description
Campbell Soup Company has opportunities available in our marketing division in our Camden, NJ office for a summer Undergraduate Brand Management Internship. Join our Marketing group and work with the team responsible for leading our iconic portfolio of brands such as Campbell's Condensed Soup, Swanson Broth, Prego, Pace Salsa, V8, and many more!
The Undergraduate Brand Management Intern will be a key team member of the Meals & Beverage Marketing Teams over the summer of 2023. Interns will be assigned one holistic business opportunity that will allow the intern to develop an in-depth analysis that will guide a strategic recommendation and creative solve to a business problem whose solution will have a significant business impact for their category. The intern will be expected to plan, develop and execute the business recommendation that will culminate into a presentation to the CMO and senior marketing leadership team.
The Brand Management internship is a comprehensive introduction to marketing at Campbell's. In addition to the strategic project, the internship also includes immersion in day-to-day business needs and an active training plan that includes plant tours, retail sales visits, and interactions with our key agency partners.
At Campbell's, brand managers are the owners of their business P&L's and responsible for all consumer marketing activities. As the internship introduces students to this role, they will be expected to collaborate with their cross functional team across multiple areas of accountability, which may include package graphics design; implementation of promotion and public relations events; volume forecasting; competitive performance analysis; market research; advertising development; new product innovation; and marketing strategy formulation.
Our summer interns play a key role in the company and, in return, we provide them with a world class introduction to marketing. We are seeking high-energy individuals who are passionate about marketing and our brands. Qualified candidates must possess strong leadership, analytic, project management, and strategic thinking skills along with the ability to work in a team environment.
To execute our aggressive growth plans, Campbell's first and foremost priority is developing top tier talent to build our marketing muscle and promotional power. Come join us for the summer as a part of Campbell's marketing.
Deadline to apply is Friday, October 21st.
Minimum Requirements:
- Current undergraduate student completing their degree in spring/summer 2024, preferably with a focus/concentration in marketing
- Minimum GPA of 3.0
- Excellent communication skills
- Strong analytical ability
- Solid team Skills
- Foundational marketing skills
- Creativity and thought leadership
The Company is committed to providing equal opportunity for employees and applicants in all aspects of the employment relationship, without regard to race, color, sex, sexual orientation, gender identity, national origin, citizenship, marital status, veteran status, disability, age, religion or any other classification protected by law.
In that regard, U.S. applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.
Wealth management internship job description example 3
Plexus wealth management internship job description
WHAT WE DO AT PLEXUS
We're a global team of over 19,000 engineering, manufacturing, supply chain and aftermarket service experts who partner with customers to bring their products to life through inspired innovation and world-class customer service.
We are passionate about innovating, creating and delivering products that change people's lives. From surgical devices and health monitors to warehouse robotics and space products, we partner with our customers to help create the products that build a better world.
At Plexus, you are more than just an intern. We embrace your innovative ideas and collaborative thinking. You play a critical role in our success as we continue to grow as a global organization.
WHY WE LOVE IT
Engaging and challenging projects that fulfill and develop you. People that inspire and empower you to realize your full potential. A workplace centered on inclusion and collaboration. At Plexus, we're at our best when opportunities are met with passion, open communication and teamwork.
HOW YOU WILL DO IT
COMPANY PROFILE
We are creators. Innovators. Engineering, manufacturing, supply chain and service experts passionate about building a better world. When you join Plexus, you'll be part of a collaborative, imaginative team of problem-solvers. You'll partner with leading companies across the globe to bring exciting, life-changing new technologies to their customers.
Plexus is a global company where you can push the boundaries of innovation and discover your highest potential. You can deliver solutions to our customers through visionary products that protect lives, discover elusive answers, help people and cultures connect, and revolutionize how we experience the world around us. Whether you're an experienced professional or skilled manufacturer, a recent graduate ready to make an impact or a student eager to gain hands-on internship experience - with a career at Plexus, you can make a real difference.
OVERVIEW
Plexus has an exciting opportunity for a Program Manager Intern to join our talented team! The Program Manager Intern supports the tactical interface between the customer and various Plexus functional areas. This position is responsible for supporting projects and managing the day-to-day customer relationship. In essence, be the "voice of Plexus" to the customer and the "voice of the customer" to Plexus!
RESPONSIBILITIES
Responsible for supporting the tactical, business customer relationship Support projects to deliver appropriate levels of customer service and satisfaction Work with team members to present issues and alternatives to the customer Support the projects in continuous improvement / Lean activities and programs Ensure the team is properly interpreting and executing contractual requirements Work with program management team to provide acceptable commitments based upon customer demand and Plexus capabilities Work with program management team to ensure demand is properly loaded into Master Production Schedule (MPS) and driven through to the materials Requirements Planning (MRP system) Monitor customer's open orders Obtain, analyze and report customer's rolling, periodic forecast Coordinate, negotiate and communicate commitment dates on customer orders Works well under pressure and high stress situations
MINIMUM QUALIFICATIONS
Student working toward a Bachelor's degree in Business, Communications or related field for entire duration of internship.
PREFERRED QUALIFICATIONS
Junior level status GPA: 3.0 or higher is preferred Intermediate to advanced experience in Excel
Some offers of employment are contingent upon successfully passing a drug screen and upon completion of a confidentiality agreement.Our Values and How We Lead behaviors guide our processes. Plexus does not make employment decisions based on race, color, religion, national origin, sexual orientation, gender identity, disability, or veteran status. We are proud to be an Equal Opportunity Employer (EOE) and encourage all to apply today!Globally, our policy is to recruit people from wide and diverse backgrounds. However, our company does not typically undertake sponsorship, including for H-1B, TN, and other nonimmigrant visas. Additionally, certain positions require access to controlled goods and technologies subject to the International Traffic in Arms Regulations (ITAR) or Export Administration Regulations (EAR). Applicants for these positions may need to be “U.S. persons.” “U.S. persons” are generally defined as U.S. citizens, nationals, lawful permanent residents (or, green card holders), individuals granted asylum, and individuals admitted as refugees.