Jobs

Client Service – Retirement Services Intern

Posted on: January 4, 2021 Apply Now
Internship Expires February 26, 2021

DEPARTMENT SUMMARY

The Client Service – Retirement Services team at Millennium Trust is an expert provider of specialized custody solutions. We support and empower our clients with trusted expertise, exceptional service and comprehensive access to a simple, straightforward approach to custody solutions. We currently handle over 8000 calls per month from our clients who contact us and need assistance with their account options.

INTERNSHIP SUMMARY

We value our interns at MTC and are excited to provide them with an opportunity to develop their professional skills while obtaining hands on practical experience in the financial services/custody industry. This is a paid program geared toward college students, recent college graduates, and those individuals pursuing a Master’s degree.

RESPONSIBILITIES

  • Gain an understanding of the Company’s Value Proposition and the service we provide to our clients
  • Gain an understanding of the department objectives and their impact on the business and client
  • Gain an understanding of our Company Values and how they are integrated into the foundation of operations and performance at Millennium Trust
  • Handle special projects, including but not limited to:
  • Assisting the General Support team with contacting clients regarding their accounts
  • Processing mailings
  • Updating knowledge articles used by staff and clients
  • Assisting with quality reporting
  • Maintain a professional approach to client service, consistent with MTC protocol and service levels
  • Performs other job-related duties as assigned

INTERN WILL HAVE THE OPPORTUNITY TO PARTICIPATE IN

  • Lunch-and-Learn sessions to network with other interns and MTC executives
  • Have your resume reviewed by an HR professional

QUALIFICATIONS

  • Currently pursuing an undergraduate or graduate degree in Finance, Accounting, Business or related field
  • Completion of sophomore year and a minimum GPA of 3.0
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint and Outlook)
  • Professional demeanor and detail-oriented
  • Strong interpersonal communication skills
  • Analytical and quantitative skills required
  • Strong research and problem solving skills
  • Capacity to maintain confidential information

SCHEDULE, COMPENSATION, AND OTHER INFORMATION

  • The internship program is a 10-week program with full time hours
  • Business casual dress with jeans on Friday
  • Occasionally lifts up to 25 pounds

Check out a video on our Company Culture! Millennium Trust Culture

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