2 Internship jobs found

Company: Heffernan Financial Position: Client Service Associate Status: Non-Exempt, Regular Full-Time Report To: Wealth Manager Objective: The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served. Responsibilities Include: Client Meeting Preparation & Follow-Up Prepare and update client financial plans, portfolio reports, and presentation materials using firm software tools. Review client files, recent activities, and relevant updates before meetings. Attend specific client meetings and help with meeting notes, follow-ups, and documentation. Draft post-meeting action plans and ensure follow-up items are completed promptly in coordination with the Client...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...