Client Services Representative

• 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.

Summer Intern, Client Service

Client Support Manager

Client Support Logistics Guide, Third Shift

Client Service Associate

Client Service Associate