Account Intern Job Description
Account Intern Duties & Responsibilities
To write an effective account intern job description, begin by listing detailed duties, responsibilities and expectations. We have included account intern job description templates that you can modify and use.
Sample responsibilities for this position include:
Account Intern Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Account Intern
List any licenses or certifications required by the position: CFA, DOT
Education for Account Intern
Typically a job would require a certain level of education.
Employers hiring for the account intern job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Marketing, Business, Communications, Business/Administration, Finance, Advertising, Economics, Graduate, Engineering, Management
Skills for Account Intern
Desired skills for account intern include:
Desired experience for account intern includes:
Account Intern Examples
Account Intern Job Description
- Contribute to post-campaign recap decks by analyzing data and drawing compelling conclusions and suggestions for renewal
- Participating on onsite, custom events, additional marketing and promotional presentations
- Tracking social media and providing ongoing insights and analysis
- Candidates pursuing a degree in Marketing, Advertising, or Music/Entertainment preferred
- NAV Processing/Calculation
- Set up securities in the accounting system
- NAV Validation against Custodians/Clearings
- Shareholder Position - Daily Reconciliation
- Run the reconciliation process and interact with IT Team to solve the problems
- Effective interaction with internal clients and internal/external vendors
- Current student status (4th-year students preferred)
- Support with building and providing sales support material to ensure effective sell-in
- Assist with product overviews needed for marketing activations
- Work closely with the Communications Team to ensure successful and effective launches
- Support in preparing logistics of key meetings and events
- You are a current college junior, senior, or 2015 graduate and are able to commit 20-40hrs/week to this role
Account Intern Job Description
- Assist with data gathering
- Research to identify areas of opportunity for upgrade or sales potential
- Provide Field event support
- Will need to utilize Microsoft Office
- May need to lift boxes of marketing materials under 50lbs
- May need to travel to onsite property event
- Assists with projects to ensure deadlines are metRegular, consistent and punctual attendance
- Assisting with development and editing of business documents
- Assisting in entry-level financial activities, such as drafting scopes and preparing billing for review with a supervisor
- Ensuring collaboration sites are kept current
- Internship length varies – 10-12 weeks for Summer, 12-14 weeks for Fall / Spring terms
- Action Oriented – Attacks everything with drive and energy with an eye towards achieving results
- Basic knowledge in Capital Market and Mutual Funds
- Claims to be a quick learner
- Focus in control, organized, ability to issue accurate reports
- Fluent in English and a good knowledge in French
Account Intern Job Description
- You will assist Account Managers with onboarding students into our online programs and working closely with potential partners to start pilot programs
- You will also work with Account Managers on prospecting, qualifying and managing new business development via telephone and virtual meetings
- As a strong researcher, you'll participate internet research to uncover potential prospects, then contact each prospect to gather assigned information
- You'll manage and maintain a working list of each prospect and information gathered for your assigned account territory
- Helping the Account Strategy team identify growth opportunities within current existing business portfolio
- Performing admin tasks such as creating IOs and tickets
- Ensure proper oversight on policy, legal, financial, and environmental provider/health care issues
- Manage assigned accounts, including development of strategic, tactical account plans, and segment initiatives
- Assist with the development and analysis of customer and product-specific business modeling, ROI and Forecasts that assist in identifying optimal net sales
- Enjoy working in a team atmosphere
- Preferrable to have specialized industry expertise in a past role
- Experience is a plus but not necessary
- Available now
- Background/education in communications, advertising or digital media a major plus!
- Attention to detail, willingness to ask questions, ability to follow up and knowledge of overall account logistics
- Managing up and knowing when to escalate client and/or internal concerns
Account Intern Job Description
- Are self-motivated, able to learn from mistakes
- Are interested in learning more about online advertising
- Research client accounts, report findings and make recommendations of action for leadership
- Review of legal documents, contracts and term conditions for product improvements
- NAV Services - GWM Investment Funds calculation (YMF SAC)
- NAV Services - GWM Investment Funds validation (Custody Data Oversight)
- Reconciliation Services - Shareholders position validation x Custody Data
- Reconciliation Services - Reconciliation System to System
- Client Reporting Services - Daily portfolio data load and daily/monthly data check
- Set up securities in the Accounting system (YMF SAC)
- Excellent PC skills, including strong working knowledge of Microsoft Office and Outlook tools.- High degree of professionalism in dealing with senior professionals.- React with appropriate levels of urgency to situations and events that require quick response or turnaround
- Role model, encourage and reinforce Our Sales & Service Experiences
- Assist with programs in the administrative updates and maintenance of documentation used to manage all program components
- Work with Program Marketing in sending Promotional Drivers for Branded pages
- Work with Market Research team in sending Program urls
- Assists with QA of programs pre and post launch
Account Intern Job Description
- Filing and organizing paperwork
- Update company software program with shipment information to ensure accurate information
- Customer service including coordinating delivery of shipment and rectify customer complaints/issues
- Assist in the development of kick-off decks for new business
- Review ad set ups
- Perform preliminary UAT or AM reviews
- Create daily hot sheet for review with AMs
- Support AS in documentation of training materials, processes, and team meeting materials
- Eager to work in a close-knit, collaborative team environment
- Experience in customer service/client services/client support preferred
- This internship is unpaid and requires university credit
- The ideal candidate will be available at least 3 days a week
- Basic knowledge of programming or scripting concepts (e.g., Shell, VBA Scripts, Perl, Phyton)
- Fluency in at least two between Spanish, French and Italian is required
- Proficient in scripting
- Fluency in all of Spanish, French and Italian is strongly preferred