The Defined Contribution Investment (DCI) Sales intern participant is an integral part of the DCI Team and are provided with tasks that provide tremendous educational exposure. A DCI is essentially a type of retirement fund and is one of our most important products. This position offers a great opportunity for someone interested in starting a career in financial services (sales, marketing, operations or investment related). The DCI Sales intern will assist all areas of the department including client dealer relationships; product distribution; data analytics; marketing and sales support. In addition, gain a fundamental understanding of the financial services industry by working with numerous stakeholders of the organization. The environment is fast paced, dynamic, fun and engaging.
What you'd do
Support DCI sales team on projects/tasks such as data analytics and proposals.
Work with Global Strategic Accounts team to help with meeting follow ups to be exported to internals
Any type of Salesforce data entry: Adding new DCI reps to Salesforce from lists provided from internal/external, and scheduling activities
New and existing literature orders placed at Harte Hanks, vendor program, sending follow ups to internals.
Territory specific mailings: ordering literature (either through Harte-Hanks or by the copy center) stuffing envelopes and creating labels.
Scheduling and setting up for meetings, booking conference rooms, organizing video conferencing needs.
Running call reports: DCI team, on a daily and monthly basis.
Assisting with efforts with Discovery to update client information and scrub data feeds
Working with Brightscope data to ensure accuracy
Research industry and market related topics and opportunity to present findings to the team
What they want
Demonstrates desire to pursue a career in the Financial Services industry (sales, marketing, operations or investment related).
Proficiency in PowerPoint, Word, and Excel, experience preferred.
Strong written and verbal communication skills
Strong attention to detail and ability to multitask
Strong public speaking skill
Drive, enthusiasm, creativity and excellent interpersonal skills