Client Relationship Manager InternBookmark This
Planning Solutions Group
8161 Maple Lawn Blvd
DescriptionPlanning Solutions Group, LLC is looking for two interns to work closely with a couple of our CRMs. The Client Relationship Manager's primary job is to assist a specific partner of PSG with providing exceptional client service which in turn enables the partner to focus on proactive client interaction and sales.
ResponsibilitiesResponsibilities of the CRM intern include:
Provide support in development of investment proposals
Create financial models
Prep meeting / presentation materials
Review and prepare case analysis
Assist with plan implementation
Research problems and provide solutions to Partner, clients and/or other advisors.
Contact renewal clients, secure updated information, and begin review process.
Assign, track and communicate with clients service requests.
Scan all documents for new clients upon arrival
Work with client’s advisers.
Forward forms to appropriate department.
Maintain client contact information and client database
Maintain database – changes, updates and creating groups for clients, prospects and advisors.
Other tasks and projects as assigned
As a CRM intern you will assist the CRM with any of the above responsibilities and learn the ins and outs of this very important job. If you are interested in earning some college credit and gaining valuable work experience please contact us!