Summer Student Client Services Associate

The internship will scope will include digitizing all of our files and moving them off site for cybersecurity purposes. It will also include managing our CRM system to come up with best practices for running reports and presenting data for management. Additionally, our intern will be working on a Financial Model structure for the business in excel to use for planning purposes. Finally, the intern will be involved in helping integrate clients via Future Vault, a digital platform that allows organizations and clients to share important documents in a secure way.

Faculty Supervisor:

Robert Helsley

Student:

Partner:

Vela Wealth

Discipline:

Business

Sector:

Finance and Insurance

University:

The University of British Columbia

Program:

Business Strategy Internship

Current openings

Find the perfect opportunity to put your academic skills and knowledge into practice!

Find Projects