College Savings Intern

Job description

Position Summary: UBT is seeking intelligent, driven, service-oriented interns interested in learning various aspects of the 529 College Savings industry from the ground up and can provide excellent customer service to prospects, clients, and advisors. This is an excellent career building opportunity that can help you learn foundational skills that translate well into many different financial career paths. It will provide you with a strong foundation in customer service, basic investments, taxes, banking software, and the various college savings programs and vehicles. Interns that demonstrate strong performance and potential may be offered a full-time Customer Service, Operational or Internal Field Representative position upon their graduation. This is a long-term internship opportunity. The ideal candidate is able to work at least 2-4 semesters with Union Bank and has the ability to work a minimum of 20 hours/week during our core business hours of 7:00 AM- 7:00 PM, Mon-Fri. Qualifications: - Assist with investors’ phone inquiries and educate them regarding investment options, market performance, account information, and 529 tax and estate planning rules and regulations as outlined...