Wealth Management Intern (Client Service & Data)

The PanHellenic Scholarship Foundation Internship Alliance Program builds strong partnerships with leading companies to help secure internship opportunities for our talented young professionals and increase their visibility among recruiters in competitive applicant pools.

This program enables young Hellenes to be referred, recommended, or reserved for select internship opportunities within our trusted partner network, boosting visibility of their applications.

Eligibility:
To explore through the Internship Alliance, students must be a: 

1. PanHellenic Scholarship Foundation Alumna or Alumnus

2. PanHellenic Young Leader (for non-scholarship Alumni)

To best support you and your potential applications, transparency and timely communication with the Director of Internships is essential for all interested candidates.  

BEFORE YOU APPLY, ALL Interested applicants MUST meet with the PanHellenic Director of Internships. Please contact at gtsakos@panhellenicsf.org.

Not yet a PanHellenic Young Leader? Apply today at panhellenicsf.org/phyl.

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Calamos Wealth Management Description

Summary:

Calamos Wealth Management (“CWM”) is seeking a highly motivated candidate to join our team as a Client Service & Data Intern. This position will provide comprehensive administrative support while working closely with team members within Client Service. The Client Service & Data intern will benefit from mentorship opportunities with various experienced members of the CWM team to develop skills and knowledge of the wealth management industry. The role will report to CWM’s Business Strategist and be based in our Chicago office with occasional travel required to our Naperville location.

Primary Responsibilities:

• Sales Support: Gather, consolidate, and maintain client data for sales enablement projects. Assist with daily leads process by logging lead information onto CRM system, providing prospective client research, and communicating details to advisors.

• Process Documentation: Document process improvements, capturing stakeholder insights, workflows, and recommended solutions

• Client Onboarding: Assist with new account onboarding, paperwork documentation and CRM system setup

• Account Maintenance: Help maintain client accounts (address changes, document updates, etc.)

• Analysis: Maintain dashboards that help the team monitor performance and identify trends in client data to improve our processes

• KPI Reporting: Create ad hoc and recurring reports to support business operations, track and analyze client onboarding times and account metrics

• Financial Reporting: Support in quarterly reporting and special data projects

Preferred Qualifications:

• Bachelor's degree (or pursuing as a rising junior or senior) in Business, Finance, Economics, Data Analytics, or related field with a minimum GPA of 3.0

• Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint)

• Strong analytical skills and ability to identify patterns and connections across different systems and datasets

• Comfortable explaining analysis findings in a succinct way

• Ability to work in a fast-paced environment and manage multiple tasks simultaneously, while managing priority shifts

• Strong organizational skills and heightened attention to detail

• Basic knowledge of investments and financial markets

• Experience with Power BI or other data visualization software

• Excellent communication skills, verbal and written