Client Service Associate providing support to financial advisors at LPL Financial. Focusing on client communication, problem resolution, and service education.
About the role
- Intern position at Glenmede offering personalized wealth management experiences for rising seniors. Seeking candidates for hands-on experience and professional development in portfolio management and advisory.
Responsibilities
- 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
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Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
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