Client Services Representative managing relationships for TPA and Non - TPA clients in FinTech. Ensuring smooth transitions for retirement plans while fostering business growth and client retention.
About the role
- 2026 Summer Intern at Glenmede in Cleveland, supporting client service teams with various activities. Gaining hands-on experience and exposure to wealth management businesses and investment management processes.
Responsibilities
- Roles and responsibilities will vary based on the department; all interns are expected to support a wide range of activities, acting, and performing professionally.
- At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels.
- The team is responsible for the daily execution of portfolio management responsibilities and the respective daily client service requirements.
- The team provides a broad landscape from which to learn the application of holistic, goals-based wealth and investment management.
- This internship is intended for individuals with an interest in portfolio management, construction, and implementation for private clients.
Requirements
- Must be enrolled in a Bachelor’s degree program and a rising senior (graduating between May 2027-December 2027).
- Excellent communication skills required.
- Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving.
- Demonstrated ability to carry out detailed work accurately and on time.
- Ability to work under pressure and meet deadlines.
- Detail oriented, ability to analyze.
- Ability to work within a team and on a self-directed basis.
- Proficient with Microsoft Office Suite, including Excel and PowerPoint.
- Must be authorized to work in the United States, without sponsorship, for the internship duration.
Benefits
- Professional development opportunities
- Networking events
- Social outings
- Volunteer opportunities
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