Nottingham Investment Services, Inc. Intern

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

The Nottingham Investment Services intern will join our Operations team and play a vital role in supporting the department's daily client support activities. This entry-level position will provide valuable hands-on experience and an opportunity to gain in-depth knowledge of broker/dealer functions. As a NIS intern, you will be involved in various aspects of broker/dealer operations, assisting with LPL account opening, processing of customer requests and regulatory paperwork, customer transfers, and client meetings and communication campaigns. This internship is designed to provide a well-rounded and immersive experience, allowing you to develop a comprehensive understanding of investment services practices and contribute to the success of our Nottingham Direct and Operations teams.

• Support the Nottingham Direct and Operations team with various projects and tasks: Transitions resulting from rep realignments, contacting customers for review meetings, preparation of account data and reports, etc.
• Participate in the Nottingham Direct team sales meetings, customer and prospect calls as appropriate.
• Assist in account maintenance for the NISI clients and Operations team.
• Supports the NISI Central Operations, Nottingham Direct, and OneGroup Retirement Advisors team with activities related to the various account opening and maintenance functions, such as preparing account opening documents, account transfers, account updates, move money request, producing client reports in preparation of client review meetings.
• Work with the Nottingham Direct, OneGroup Retirement Advisors team, Operations staff and shadow them.
• Supports the full NISI team with ad hoc requests or projects as needed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

Education, Training and Requirements:

• Driven college student pursuing a Bachelor's degree in Finance, Economics, Business Administration or a related field. All applicants must be 18 years of age or older.

Skills:

• Strong written and verbal communication skills, with the ability to communicate professionally and tactfully with employees at all levels of the organization. Demonstrated ability to handle confidential information with discretion and maintain high ethical standards. Knowledge of labor laws and regulations is preferred but not required.

Experience:

• A genuine interest in pursuing a career in Financial and Investment services, demonstrated through coursework, previous related course experience, or relevant financial services related activities.

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.