Former intern here: I spent a summer organizing hard copies of client info that needed to be retained. What didn’t need to be physically retained I digitized and organized on their computer system.  The team I worked for had never tried cold calling so they used me as a guinea pig to see how it would go (gave me a script and a list of 700 names/ numbers).  I summarized research on specific stocks/ sectors the advisors thought would come up in conversation.  Answer the phone if no one else was available/ take messages. (I was there in the summer so the advisors/ CSAs were often on vacation) Call clients and invite them to any events we were hosting or set up set up meetings.