JOB SUMMARY

Project Manager Intern

Waukee, IA
Internship Start Date: February 2022 - May 2022
Schedule: 20 hours/week minimum

 
POSITION SUMMARY

Myriad Advisor Solutions is actively seeking an organized and enthusiastic Project Manager Intern. The Intern will serve as a direct resource for clients, primarily Financial Advisors, who are going through the process of transitioning to independence in owning their own business. Responsibilities of this internship will include serving as project lead, providing pro-active and consistent communications, ensuring timely updates are provided to appropriate parties, administration of on-time project completion, and assisting leadership with other projects as needed.



 
Essential Functions:
  • Coordination of meetings with clients throughout transition process, in coordination with internal team; helping to manage leaderships calendar
  • Updating internal database to keep client information up to date and accurate at time of transition and ongoing
  • Assisting with all aspects of client management projects, including setting deadlines, assigning responsibilities, monitoring, summarizing progress of project
  • Communicate project plan consistently throughout the project with clients, internal resources, and third-party vendors; report and escalate to management as needed
  • Acts as liaison between client and internal resources to ensure accurate information is provided to clients pertaining to products, services, and offerings of Myriad; accurately explaining the various service and quoting services and/or coordinate advance conversation with internal subject matter experts
  • Review and respond timely to phone, tickets, and electronic correspondence; promptly address program inquiries, administrative questions and concerns with professionalism and attention to detail; administer prompt and appropriate resolution
  • Responsible for ensuring client needs are promptly and accurately addressed through independent support and/or in collaboration with appropriate Myriad team(s) support

Preferred Qualifications:
  • College student majoring in Business, Finance, Project Management, or related studies
  • Excellent written and verbal communication skills; Persuasive speaking skills to ensure a positive client service experience; focus on solution and show patience, understanding and brand loyalty; Display self-control during stressful client interactions; Ability to maintain professionalism at all times
  • Effective listening by taking time to understand the issue, paying attention during the conversation and rephrasing in your own words to express understanding and clarity to the conversation
  • Time Management and organization is a must
  • Demonstrates a commitment to accuracy by delivering high quality work consistently
  • Intermediate to advanced level computer skills, including working knowledge of the Microsoft Office suite with strong skills in Word, Outlook and Excel.
  • Community and/or campus involvement encouraged

Qualified and energetic candidates who wish to be considered for this exciting internship opportunity are encouraged to submit a current resume to recruiting@continuumadv.com. Questions regarding this opportunity? Please call 515-850-1218.


 
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