Tarunjot Kaur
Pace University MS Financial Management | Northwestern Mutual Intern | Seeking Opportunities in Asset Management, Investment Management & Corporate Finance | NYC
- Role
- Client Outreach Specialist Intern at Northwestern Mutual
- Location
- New Hyde Park, NY, US
- LinkedIn followers
- 500 followers
About Tarunjot Kaur
Graduate student pursuing an M.S. in Financial Management at Pace University with a background in operations, coordination, and client-facing support.I am currently expanding my finance knowledge through graduate coursework, independent projects, and hands-on experience as an incoming Client Outreach Specialist Intern at Northwestern Mutual. Through this role, I will gain exposure to client relationship management, financial services operations, and advisor support.My previous experience in fast-paced environments has strengthened my attention to detail, organizational skills, and ability to communicate effectively with clients and teams. I am particularly interested in roles related to asset management, investment analysis, and corporate finance.I am currently seeking part-time or internship opportunities in finance, analyst support, or operations roles in the New York City area.I’m always happy to connect with professionals in the finance industry.
Experience
Client Outreach Specialist Intern
Mar 2026 — Present · New York, NY, US
Support financial advisors with client relationship management and meeting preparation• Conduct client outreach to schedule appointments and follow-ups• Maintain CRM records and assist with onboarding documentation• Shadow advisors during financial planning discussions and client strategy meetings
Education
Pace University - Lubin School of Business
Master of Science - MS, Finance and Financial Management Services
Hofstra University
Bachelor of Science - BS, Community Health
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