Customer Relations Intern - Presidio Wealth Partners

Hightower Advisors

Dec 10

Applications are closed

Internship
Full-time
Off-cycle Internship
Customer Relations
Houston

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

Hightower Advisors

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.