Intermediary Sales & Client Service Intern

Job Description

Intermediary Sales & Client Service Intern | Artisan Partners

The Tone:
This is a year-round internship at Artisan Partners, located in Milwaukee, WI. Artisan Partners operates in an investment-focused environment, managing client assets through an intermediary sales model. This role is crucial for supporting the intermediary sales and client service functions by providing essential administrative and project-based assistance. The intern’s contributions ensure the team can effectively manage client relationships and sales responsibilities with exceptional communication, accuracy, and thoroughness.

The TL;DR
• Role: Internship
• Type: Year-round (Full-time Summer; Part-time Academic Year)
• Location: Milwaukee, WI

• Team: Intermediary Sales & Client Service
• Mission: This individual supports the intermediary sales and client service team in fulfilling its responsibilities through administrative and project assistance.
• Tech Stack: Salesforce, Microsoft Office applications (Excel)

What You’ll Actually Do
• Administrative Support: Provide comprehensive administrative support to the field sales team.
• Data Management: Maintain and update intermediary data accurately within the Salesforce platform.
• Meeting Coordination: Assist with managing team calendars and coordinating various meetings.
• Material Preparation: Prepare necessary materials for upcoming meetings.
• Project Assistance: Support the team by assisting in special projects and other team initiatives.

The Must-Haves
• Background: Currently pursuing an undergraduate degree with demonstrated academic achievement. Early Career professional with an interest in the investment management industry.
• Experience: Proficiency in Microsoft Office applications, particularly Excel.
• Skills: Strong organization and analytical skills with a high level of attention to detail; ability to prioritize and meet multiple deadlines with a sense of urgency; exceptional interpersonal and communication skills, with a demonstrated client service approach.
• Bonus: Self-starter with a proactive approach to tasks and learning.