We would like to spotlight our recent college interns at Byrne Financial. Their help, dedication, and incredible desire to learn is commendable. The excitement about new ideas and their future is contagious.
We love our intern experiences. Byrne Financial Intern Program We are very excited about our intern program now and in the past 10 years at Byrne Financial. Our interns not only go through a very thorough training program, but they also do a final presentation to our group at the end of their internship on something they feel would improve our business.
We have seen some great presentations. We welcome any college student that is studying or interested in the field of finance to our internship program. Many of our interns have successfully entered the field of finance after completing their education.
If you would like to intern with Byrne Financial, please submit a few paragraphs on why you would like to join us and attach your resume.
Client Services Associate
Byrne Financial Freedom, LLC
Byrne Financial Freedom, LLC is a growing investment services firm with two locations in Ft. Myers, Florida and Franklin, Massachusetts. We provide investment advice and access to products from many of the nation’s leading investment companies. Using the extensive resources of LPL Financial, our top priority is to help our clients work towards their financial goals.
Title: Client Services Associate
The Client Services Associate is responsible for the coordination and overall management of client account documentation and maintenance. As the client service administrator, you will collaborate with the advisors to prepare client reports and maintain contact with clients to provide or obtain updated information.
- Minimum of 3-5 years proven success in an administrative support function preferable in an investment environment
- Associates degree or higher
- Proficient in Word, Excel, Outlook, PowerPoint, and CRM software
- Client-first attitude, self-starter, energetic, assertive, and highly organized
- Excellent written and verbal communication skills
- Excellent interpersonal and listening skills
- Ability to work independently as well as on a team
- Must be able to prioritize and handle multiple request simultaneously and respond quickly
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.