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Customer Relations Intern - Presidio Wealth Partners

  • Internship
    Full-time
    Off-cycle Internship
  • Customer Relations
  • Houston

AI generated summary

  • Current full-time undergraduate student with preferred GPA of 3.0 or above, pursuing a Bachelor's degree in Accounting, Finance, Economics, or Business, and possessing unrestricted U.S. work authorization.
  • The Customer Relations Intern will be responsible for data projects in CRM, including gathering, updating, reconciling, research, and problem-solving. Other tasks may include assisting the private alternatives team and the operations teams with various projects.

Requirements

  • Current full-time undergraduate student with a preferred GPA of 3.0 or above
  • Pursuing a Bachelor’s degree in Accounting, Finance, Economics or Business
  • You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future

Responsibilities

  • Your primary role will be assisting with data projects related to customer relationship management (CRM) that will include data gathering, updating, reconciling, research, and problem-solving
  • Additional roles and responsibilities may include:
  • assisting the private alternatives team with assigned data projects
  • assisting the operations teams with new client or advisor onboarding projects
  • all other related assigned projects

A community of independent-minded advisors delivering holistic financial advice.

Finance
Industry
201-500
Employees
2008
Founded Year

Mission & Purpose

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.