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Client Management Intern Jobs in Philadelphia, PA

Maternal Health Intern

Glassboro, NJ · On-site

$14.50 - $18.75/hr

Learn the overall methodology of the NFP brand, client base, service delivery goals and all other ... Gain hands-on experience in case management, documentation, and reporting in compliance with ...

Maternal Health Intern

Glassboro, NJ · On-site

$14.50 - $18.75/hr

Learn the overall methodology of the NFP brand, client base, service delivery goals and all other ... Gain hands-on experience in case management, documentation, and reporting in compliance with ...

Maternal Health Intern

Glassboro, NJ

$14.50 - $18.75/hr

Learn the overall methodology of the NFP brand, client base, service delivery goals and all other ... Gain hands-on experience in case management, documentation, and reporting in compliance with ...

Intern

West Chester, PA · On-site

$14.25 - $19/hr

Meradia - Intern Meradia has been a trusted partner in the investment management industry since ... to client success. Our mission is to help clients navigate complex challenges, streamline ...

Intern

West Chester, PA

$14.25 - $19/hr

Meradia - Intern Meradia has been a trusted partner in the investment management industry since ... to client success. Our mission is to help clients navigate complex challenges, streamline ...

Intern, Finance

Exton, PA

$17.25 - $22.50/hr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

... management, control, and corporate governance processes. As an Internal Audit Intern, you will gain ... Collaborate with client team members and build strong professional relationships. * Participate in ...

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Client Management Intern information

What is the difference between Client Management Intern vs Account Coordinator?

AspectClient Management InternAccount Coordinator
Required CredentialsTypically pursuing or recent graduate, some internships may require related courseworkBachelor's degree often required, some certifications beneficial
Work EnvironmentInternship setting, learning-focused, entry-levelFull-time or part-time role, client-facing, collaborative
Employer & Industry UsageUsed in marketing, advertising, consulting firmsCommon in advertising, PR, marketing agencies
Search & Comparison IntentPeople exploring entry-level roles in client relationsProfessionals seeking to understand career progression in client services

While both roles involve client interaction, a Client Management Intern is an entry-level position focused on learning and supporting client activities, often as part of an internship program. An Account Coordinator is a more permanent, full-time role with greater responsibilities in managing client accounts and executing campaigns. The internship serves as a stepping stone toward a full account management career.

What are the most commonly searched types of Client Management jobs in Philadelphia, PA?

The most popular types of Client Management jobs in Philadelphia, PA are:

What cities near Philadelphia, PA are hiring for Client Management Intern jobs?

Cities near Philadelphia, PA with the most Client Management Intern job openings:

Wealth Management Intern

Legacy Advisors, LLC

Plymouth Meeting, PA

$17.50 - $23/hr

Full-time, Part-time, Internship

Re-posted 1 hour ago


Job description

About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and financial planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.
Position Summary: The Wealth Management Intern supports daily work across the firm, not within a single team. Most of the day-to-day tasks originate from Investment Operations such as reporting and portfolio administration, but the role also works directly with other departments as needs arise, giving the intern broad exposure to how investment decisions, operations, wealth planning and client service connect across the firm. This role offers hands-on experience in financial markets, investment products, and client services, with opportunities to gain insight into all areas of the firm.
**We are seeking candidates who are available for a Fall 2026 Internship and beyond, ideally with the ability to commit to a one-year engagement, including part time hours while attending school and full-time work during the Summer of 2027. Only local candidates will be considered.
Position Responsibilities:
Responsibilities span several areas of the firm and will shift over time as projects and firm priorities change. Below are the general areas the intern can expect to support:
Investment Operations amp; Reporting
  • Assist with client performance reporting, trade and cash activity monitoring, and periodic reports (e.g., transactions, cash flow, portfolio drift) that may carry investment implications.
Investment Advisory Support
  • Support Portfolio Managers with market research, manager meeting notes, and day-to-day client portfolio administration.
Firm-Wide Projects amp; Special Assignments
  • Contribute to firm-wide initiatives as they arise, which may include work with Wealth Planning, Client Service, Operations, or other teams depending on current priorities.
Specific tasks and projects will evolve throughout the internship based on the firm's needs. Interns should expect to work across multiple teams over the course of the engagement rather than a single, fixed set of duties.
Schedule amp; Commitment:
  • 10-15 hours per week while attending school, 30-35 hours per week during the Summer.
Background Requirements/Preferences:
  • Working towards a bachelor's degree in Finance, Business, or related field.
  • Familiarity with markets and investments – such as: Mutual Funds, Stocks amp; Bonds, and Alternative investments (Hedge Funds amp; Private Equity).
  • Proficiency in Word, Excel and Outlook.
  • Experience with Bloomberg and performance reporting software is a plus.
  • Organized, detail-oriented and able to multitask.
  • Excellent written and verbal communication skills.
  • Commitment to Legacy's Core Values of…
    • Client First
    • Work Hard
    • Excellence
    • Positive Attitude
    • Respect
    • Always Do the Right Thing