ZipRecruiter

Log In

1

Internship Wealth Management Operations Jobs (NOW HIRING)

Robert Half

Wealth Operations

Woburn, MA · Remote

$21.85 - $25.30/hr

This role focuses on managing account-related transactions, reviewing documentation, and helping ... operations, wealth management, brokerage operations, banking operations, or a closely related ...

next page

Showing results 1-20

All JobsWealth Management Operations JobsInternship Wealth Management Operations Jobs

Internship Wealth Management Operations information

See salary details

$9

$17

$23

How much do internship wealth management operations jobs pay per hour?

As of Jul 8, 2026, the average hourly pay for internship wealth management operations in the United States is $17.64, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $19.23 per hour, depending on experience, location, and employer.

What is the difference between Internship Wealth Management Operations vs Wealth Management Analyst?

AspectInternship Wealth Management OperationsWealth Management Analyst
CredentialsTypically pursuing or recent graduate, no certification requiredBachelor's degree often required; certifications like CFA are a plus
Work EnvironmentInternship setting, learning-focused, supporting daily operationsFull-time role, analytical, client-focused, strategic planning
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial advisory firms, private banks, investment firms

Internship Wealth Management Operations roles are entry-level, learning-focused positions supporting daily operational tasks. Wealth Management Analysts are more advanced, performing detailed analysis and client advisory work. Internships serve as a stepping stone to analyst roles, which require more experience and credentials.

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

Wealth Operations

Robert Half

Woburn, MA • Remote

$21.85 - $25.30/hr

Temporary

Posted 6 days ago

Job description

We are looking for an Operations Processor to support wealth operations activities for a Long-term Contract position based in Woburn, Massachusetts. This role focuses on managing account-related transactions, reviewing documentation, and helping ensure client accounts are established and serviced accurately and on schedule. The ideal candidate brings a strong operational mindset, clear communication skills, and the ability to work across teams while maintaining compliance with firm and regulatory standards.
Responsibilities:
• Manage the setup of new investment accounts across custodial and recordkeeping systems, ensuring each request is handled efficiently and correctly.
• Examine account forms and supporting documents to confirm accuracy, completeness, and alignment with operational requirements.
• Facilitate funding activities, transfers, rollovers, and other asset movement transactions to support timely account activation and maintenance.
• Track workflow queues and follow through on pending items to keep operational processes moving without unnecessary delays.
• Assist with onboarding tasks that help clients complete account establishment and funding within expected timeframes.
• Handle service-related requests such as account updates, beneficiary changes, distributions, and other administrative transactions.
• Work closely with advisors, business development partners, and custodians to resolve account issues and accelerate request completion.
• Maintain precise records in organizational and workflow systems while supporting reporting, operational tracking, and process improvement efforts.
• Carry out all assigned work in accordance with company procedures, risk controls, and applicable regulatory guidelines.• 1–3 years of experience in financial services operations, wealth management, brokerage operations, banking operations, or a closely related environment.
• Demonstrated attention to detail with the ability to manage documentation and transaction processing accurately.
• Strong organizational skills and the ability to balance multiple assignments and deadlines effectively.
• Clear written and verbal communication skills for collaborating with internal teams and external partners.
• Proficiency in Microsoft Office applications, especially Excel.
• Ability to work independently while contributing effectively in a team-oriented setting.
• Familiarity with account resolution, accounts payable processes, risk management, and wealth management operations is preferred.
• Experience with Salesforce tools, including platform usage, administration, or query-based data work, is a plus.
Robert Half logo

About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

View All Robert Half Jobs