Hybrid Summer Intern, Client Service

Posted last week

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About the role

  • Support a wide range of activities, acting, and performing professionally
  • Exposure to the wealth and investment management businesses
  • Experience working collaboratively alongside managers and specialists of all career levels
  • Daily execution of portfolio management responsibilities
  • Support wealth advisory services tailored to client needs

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 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

  • Personal and professional development opportunities
  • Networking events
  • Volunteer opportunities
  • Social outings
  • Exposure to professionals in all areas of the business

Job title

Summer Intern, Client Service

Job type

Experience level

Entry level

Salary

$30 per hour

Degree requirement

Bachelor's Degree

Location requirements

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