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Account Management Intern Jobs in Texas (NOW HIRING)

Marketing Intern

Addison, TX · Hybrid

$25 - $30/hr

Marketing Intern King Operating Corporation | Addison, TX | Paid Internship | Hybrid King Operating ... Account Management, Marketing - Marketing Analysis, Marketing - Marketing Research, Marketing ...

SXSW Exhibitions Support Intern Job Purpose The SXSW Exhibitions Support Intern will work alongside the Exhibitions, Partner Operations, and Account Management teams in preparation for the March ...

New

$22 - $25/hr

In this role, our intern will participate in rotations with focus areas: Customer Support, Product ... Support Customer Success and account management activities such as preparing customer materials ...

Marketing Intern

Dallas, TX

$14.75 - $19.75/hr

... account management. The intern will complete at least three team rotations aligned with their academic interests and career goals, culminating in a capstone project presented to leadership. How you ...

Marketing Intern

Dallas, TX · On-site

$14.75 - $19.75/hr

... account management. The intern will complete at least three team rotations aligned with their academic interests and career goals, culminating in a capstone project presented to leadership. How you ...

The prototype is already built and the full technical spec is written -- the intern builds the ... Hiring manager: Chris Lunn -- Promega Corporation Field Sales, Houston Texas -- chris.lunn@promega ...

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Account Management Intern information

What is an account management intern?

An account management intern is a student or entry-level professional who supports account managers by assisting with client communication, account analysis, and administrative tasks. This role provides hands-on experience in client relations, sales support, and the use of customer relationship management (CRM) tools. Interns typically work under supervision and may be required to have strong communication and organizational skills.

What are the most commonly searched types of Account Management jobs in Texas?

The most popular types of Account Management jobs in Texas are:

What cities in Texas are hiring for Account Management Intern jobs?

Cities in Texas with the most Account Management Intern job openings:

Infographic showing various Account Management Intern job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

2027 Wealth Management Intern

Houston, TX • On-site

Financial Synergies Wealth Advisors
Finance and Insurance • 11 - 50 employees

$20/hr

Part-time

Re-posted 13 days ago


Job description

The position of Wealth Management Intern (WMI) is an operational & client-facing role that will be focused on serving existing clients and assisting Financial Advisors in financial plan creation, client paperwork, note-taking, and various other tasks. The WMI will assist Financial Advisors in client meetings and will work closely with the Associate Financial Advisors to coordinate client paperwork and assist with back office tasks, as well as garner experience in trading and portfolio management. This is a two-month paid summer internship (from June 1st through July 31st) that will also be
verifiable for course credit if needed.


Our goal for the Wealth Management Intern is to get exposure to the various departments and roles within an independent wealth management firm. We hope that by the end of the internship, we will have a mutual understanding as to whether the WMI is a good match and if this position is a good fit for their career goals and objectives.


Office Hours are from 8am to 5pm daily, with an hour lunch break.


Client Service

  • Your primary objective is to observe, listen, and learn from the financial advisors.
  • Running financial planning & performance reporting software.
  • Taking detailed meeting notes.
  • Preparing necessary paperwork before the client meetings.
  • Following up with the client, as needed.


eMoney Advisor (Wealth-360)

  • Completing all eMoney
    online training sessions.
  • Creating and maintaining financial plans in eMoney.
  • Coordinating the onboarding of clients into the eMoney software.
  • Assisting in eMoney planning presentations.

Envestnet | Tamarac

  • Completing
    applicable sessions of Tamarac Advisor University online.
  • Creating various investment performance reports for client update meetings and quarterly statements.

Schwab Institutional & Fidelity WealthScape

  • Completing
    applicable sessions of Schwab Advisor University / Fidelity WealthScape.
  • Developing a familiarity with Schwab/Fidelity paperwork & online processes.
  • Account opening paperwork (physical & eSignature packets).
  • Money movement paperwork (wires, checks, journals, etc.).

Wealthbox CRM

  • Creating records in CRM such as Leads, Accounts, Contacts and Activities.
  • Completing & assigning action items and tasks.
  • Logging phone call and meeting notes.
  • Running dialogs and workflows.
  • Taking on other data management projects, as needed.


Special Projects

  • You will have a chance to sum up your experience with special projects that you will work on throughout the internship.
  • Present project findings individually and as a team to the various teams and Leadership upon completion.