ZipRecruiter

Log In

1

Client Management Intern Jobs (NOW HIRING)

NFP

Wealth Management Intern

Manhattan, NY · On-site

$20 - $27/hr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... Responsibilities: * Assist with the development of client financial plans * Participate in ...

NFP

Wealth Management Intern

Manhattan, NY

$20 - $27/hr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... Responsibilities: * Assist with the development of client financial plans * Participate in ...

Porter Works

Project Management Intern

Seattle, WA · On-site +1

$25/hr

Intern Benefits: * Sick Time Accrual * Holiday pay scheduled work days * 401k + Employer Match ... Supports Client Experience Managers (CEMs) by assisting with special projects on site. * Assist in ...

One Workplace

Project Management Intern

Bentonville, AR · Hybrid

$25/hr

Intern Benefits: * Sick Time Accrual * Holiday pay scheduled work days * 401k + Employer Match ... Supports Client Experience Managers (CEMs) by assisting with special projects on site. * Assist in ...

Porter Works

Project Management Intern

Seattle, WA · Hybrid

$25/hr

Intern Benefits: * Sick Time Accrual * Holiday pay scheduled work days * 401k + Employer Match ... Supports Client Experience Managers (CEMs) by assisting with special projects on site. * Assist in ...

Porter Works

Project Management Intern

Seattle, WA · Hybrid

$25/hr

Intern Benefits: * Sick Time Accrual * Holiday pay scheduled work days * 401k + Employer Match ... Supports Client Experience Managers (CEMs) by assisting with special projects on site. * Assist in ...

Anchor Health Properties

Asset Management Intern

Media, PA · On-site +1

$15 - $20/hr

Asset Management Intern Media, PA Who We Are At Anchor Health Properties, we pursue better health ... the client's response to the timeliness, quality, thoroughness, format, and conclusions of the ...

Anchor Health Properties

Asset Management Intern

PA · On-site

$15 - $20/hr

Asset Management Intern Media, PA Who We Are At Anchor Health Properties, we pursue better health ... the client's response to the timeliness, quality, thoroughness, format, and conclusions of the ...

next page

Showing results 1-20

People also search for

All JobsClient Management Intern Jobs

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 cities are hiring for Client Management Intern jobs? Cities with the most Client Management Intern job openings:
What are the most commonly searched types of Client Management jobs? The most popular types of Client Management jobs are:
What states have the most Client Management Intern jobs? States with the most job openings for Client Management Intern jobs include:
Client Management Intern jobs near you
Wealth Management Intern

Wealth Management Intern

National Financial Partners

Manhattan, NY • On-site

$20 - $27/hr

Internship

Posted 12 days ago

Job description

Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Internship Description:
Our 10-week Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following our two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities. Wealthspire is highly committed to the summer intern program and considers it the primary pipeline for our Associate program.
Responsibilities:
  • Assist with the development of client financial plans
  • Participate in portfolio construction projects and client portfolio reviews
  • Assist with the reconciliation and review of financial data
  • Conduct investment research for clients or firm-wide initiatives
  • Assist in the review and allocation of 529 college savings plans
  • Research client issues as directed and present data
Qualifications:
  • Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP
  • Rising senior with graduating in May 2027
  • Interest in financial planning and wealth management
  • Continuously exhibits personal integrity and professional initiative.
  • Capacity to think critically and devise creative solutions
  • Organized and detail oriented
  • Excellent written and verbal communication skills.
  • Collaborative and able to work effectively with others.
Benefits:
  • Practical experience with broad applications
  • Shadowing, mentoring, and training opportunities with seasoned professionals
  • Opportunity for full time employment after graduation
  • Competitive hourly rate throughout the internship

Diversity, Equity, Inclusion, and Belonging at Wealthspire:
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
  • Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
The hourly range for this position is $20.00 $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

Apply