Wealth Management Intern (Client Service & Data) jobs in United States
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Calamos Investments · 2 months ago

Wealth Management Intern (Client Service & Data)

positionChicago, Illinois, United States
timeInternship
remoteOnsite
seniorityIntern
money$22/hr - $22/hr

Calamos Wealth Management is seeking a highly motivated candidate to join their team as a Client Service & Data Intern. This position will provide comprehensive administrative support while working closely with team members within Client Service and will benefit from mentorship opportunities to develop skills and knowledge of the wealth management industry.

AdviceConsultingFinanceFinancial Services
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Work & Life Balance
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H1B Sponsor Likelynote

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

Qualification

Data AnalyticsMicrosoft Office SuitePower BIAnalytical skillsInvestmentsCommunication skillsOrganizational skillsAttention to detail

Required

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
Excellent communication skills, verbal and written

Preferred

Experience with Power BI or other data visualization software

Company

Calamos Investments

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Calamos Investments is a global investment firm committed to excellence in investment management and client services.
dateFounded in 1977
location
Naperville, Illinois, USA
people-size201-500 employees
web-link
http://www.calamos.com/

H1B Sponsorship

Calamos Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (4)
2023 (4)
2022 (5)
2021 (4)
2020 (3)

Funding

Current Stage
Public Company
Total Funding
unknown
2004-10-28IPO

Leadership Team

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John Koudounis
Chief Executive Officer
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Dan Dufresne
Chief Operating Officer
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Recent News

PR Newswire
Calamos Investments in Growth Mode: Expands Strong Leadership Team
2025-12-10
PR Newswire
Calamos Pioneers CAIQ: The First Nasdaq-100 Autocallable Income ETF
2025-11-19
PR Newswire
Calamos Wealth Management Adds Two Senior Wealth Advisors to Lead Regional Offices and Enhance High-Net-Worth Client Services
2025-11-10
Company data provided by crunchbase