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Internship

Regional Sales Support Internship

🚀 Off-cycle Internship

London

AI generated summary

  • You need relationship-building skills, team-oriented attitude, responsibility, reliability, and accuracy. Join us for a Regional Sales Support Internship at Fisher Investments.
  • You will assist RSAs in gathering info on prospective clients, preparing resources for meetings, using Morningstar software to produce reports, reviewing client profiles, and sending resources to current clients.

Off-cycle Internship

Sales & Business DevelopmentLondon

Description

  • Through hands-on experience, training and mentorship, your personal development in the role is exponential. Surrounded by professionals, you will grow your support skills, build relationships within the firm and earn an opportunity to create your own career path. The Junior Associate position is both a rewarding and challenging role. Individuals who typically succeed in this role have the will to work, excel in merit-based environments and have. No experience is needed, so if you feel you might have what it takes-let us know!

Requirements

  • Relationship-building skills
  • Works well in a team-oriented setting
  • Responsible and accountable
  • Highly reliable and accurate

Education requirements

Open to All Students

Area of Responsibilities

Sales & Business Development

Responsibilities

  • Assist RSAs in working with external parties to gather information on prospective clients' current investments
  • Prepare resources for prospective client meetings
  • Use Morningstar software to produce reports of prospective clients' current investments with outside providers
  • Help review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources
  • Prepare and send resources to current clients

Details

Work type

Full time

Work mode

office

Location

London

Benefits

  • 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents for eligible employees (employees who have a contract for 2 months or longer)
  • 28 days annual leave (pro rata), with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
  • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees (employees who have been with the firm for 42 weeks or longer).
  • A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions for eligible employees (employees who have a contract for 2 months or longer)
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events