Client Service Internship

Job overview

The Client Service Internship is onsite in Bridgeville, PA. Compensation is not specified. The intern supports Waldron Private Wealth’s Client Service team and provides operational and administrative assistance to the Client Services Department. The role helps maintain client account documentation, resolve service issues, and produce reports for internal and external customers. It provides practical exposure to day-to-day client service operations in a private wealth firm.

What you'll do

• Process custodial forms and account documentation
• provide administrative support including mailings, filing, scanning, and reports
• assist with research to resolve client issues
• help manage accounts in a third-party portfolio aggregator
• maintain document management systems
• create and distribute reports from custodian and data aggregation platforms.

What we're looking for

Skills & competencies

client service internship

wealth management

client services

account documentation

administrative support

portfolio aggregation

bridgeville pa

waldron private wealth

part-time

student internship

15 hours weekly

multiple semesters

Work arrangement

• Weekend coverage required

Why this role

Applicants must be enrolled as an undergraduate or graduate student, commit for multiple semesters, and work at least 15 hours weekly during the school year and 35–40 hours weekly during summer.

About the employer

Waldron Private Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.