• Prepare charts, graphs, tables and other visual aids to be used in meetings with clients • Maintain and track client service items, and provide prompt/accurate solutions to any issues • Ensure all assigned follow up items are completed in a timely fashion • Assist in client case analysis • Work with the advisory team to ensure accurate account setup and resolve any client service issues • Reinforce the Keeling Wealth Advisors client service model • Maintain files and records in accordance with the records retention policy • Develop and maintain systems and procedures within the practice
As I will be continuing my internship full time through the summer I have much to learn and experience still. But something I am most proud of from this past spring was my ability to get all of my assigned work done significantly early with accuracy. I was always asking for more work each week to help in anyway I could.
What advice would you give?
Before you want to comment to correct someone on something that you think you know, wait and think about it because you probably don't understand the full picture yet. Remember that you are new and never speak above peers that are above you. Respect the status quo and positions held.