Account Management Intern

Account Management Intern

Are you looking for an opportunity to build your marketing and account management skills? This role will need your enthusiasm and detail orientation as you process account tickets, orders, reports, mailing, and assist with culture events for the department. If you are passionate about providing the ultimate client experience, this ongoing, in-house internship could be perfect for you!

What you'll do:

• Assist with managing inboxes and communications
• Processing overdue tickets in the account coordinator queue
• Submit print orders
• Submit print and web requests
• Organize/distribute print samples to account managers
• Send proofs to advisors
• Assist with coordinating team outings and culture events
• Assist account managers with weekly project cleanup
• Assist account managers with scheduling calls and calendar invites
• Mail out client facing materials

Experience you'll bring:

• Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
• Detail oriented, focused on quality in all aspects of your work
• Ability to manage projects/tasks while navigating a variety of competing priorities
• Outstanding written and verbal communication skills with the ability to interact with all personality types and with all levels of staff

Bonus Points:

• Experience with data analytics
• Interest in project management
• Some college credits (particularly in marketing, mass media, or business)

What you'll get:

• Access to an on-site caf & gym
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored eventsand more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.