Transition Services Intern

Job Description:

The Job/What You'll Do:

Adhesion is seeking a highly motivated Transition Services Intern to join our Transition Services team. You will support operational processes, assist with project management, develop process improvement recommendations, and collaborate with cross-functional teams. The ideal candidate will have strong communication skills, a creative mindset, and a passion for learning. This internship offers a unique opportunity to learn from experienced financial services professionals, develop professional skills, and building a network of contacts.

Responsibilities:

• Business Acumen: Gain understanding of the overall concept of the company, including the brand, customer, product goal, and all other aspects of service
• Onboarding Planning and Scope Definition: Help collaborate with stakeholders to define project objectives, deliverables, scope, and success criteria. Assist with developing comprehensive project plans, including timelines, resource allocation, budgeting, risk assessment, and mitigation strategies
• Project Execution and Monitoring: Help lead project teams in executing transition plans, ensuring adherence to timelines, quality standards, and budget. Monitor project progress, track key milestones, and proactively identify and address any issues or risks that may impact the transition plan
• Stakeholder Management: Build and maintain strong relationships with internal stakeholders. Communicate project updates, solicit feedback, and manage expectations throughout the onboarding lifecycle
• Risk Management: Identify, assess, and mitigate project risks. Assist with developing risk management plans and strategies to minimize the impact of potential risks. Implement effective issue resolution processes to address project-related challenges
• Cross-Functional Collaboration: Collaborate with various teams, subject matter experts, to ensure effective coordination and alignment of onboarding activities. Foster a collaborative and cohesive project team environment.
• Continuous Improvement: Identify opportunities for process improvements, efficiency enhancements, and best practices adoption. Proactively contribute to the development and implementation of improvement processes
  
  
  

Knowledge, Skills, and Abilities:

• Exceptional communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels of the organization.
• Strong presentation abilities.
• Detail-oriented with good organizational skills
• Ability to work independently and as part of a team
  
  
  

Education & Experience:

• Enrolled in a college program in a related field preferred
  
  
  

Internship Details:

Hourly wage: $17.00 per hour

Internship Duration: June 9th – August 15th

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#Adhesion

Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule
  
  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.