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Private Client Service Intern Jobs (NOW HIRING)

Capgroup

Private Client Service Associate

San Francisco, CA

$17 - $23.50/hr

Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Client Service Associate at Capital Group." As the Private ...

Capital Group

Private Client Service Associate

Los Angeles, CA · On-site

$15.50 - $21.50/hr

Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Client Service Associate at Capital Group." As the Private ...

Capgroup

Private Client Service Associate

Los Angeles, CA

$15.50 - $21.50/hr

Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Client Service Associate at Capital Group." As the Private ...

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Private Client Service Intern information

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$9

$19

$36

How much do private client service intern jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for private client service intern in the United States is $19.38, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $21.63 per hour, depending on experience, location, and employer.

What is the difference between Private Client Service Intern vs Private Client Associate?

AspectPrivate Client Service InternPrivate Client Associate
Required CredentialsTypically pursuing or recent graduate with relevant courseworkBachelor's degree often required; some experience preferred
Work EnvironmentInternship setting, learning-focused, entry-levelFull-time role, client-facing, more responsibilities
Employer & Industry UsageFinancial services firms, wealth managementSame as intern, with increased client interaction

The main difference between a Private Client Service Intern and a Private Client Associate lies in experience and responsibilities. Interns are typically students or recent graduates gaining introductory exposure, while associates are more experienced professionals handling client accounts and providing tailored services. Both roles are common in wealth management firms, but the associate position offers more responsibility and independence.

What does a private client service intern do?

A private client service intern supports financial advisors or client service teams by assisting with client communications, preparing documents, and managing account information. They often gain experience in client relationship management, financial products, and use tools like CRM software during their internship. The role typically involves administrative tasks and learning about wealth management services.

What cities are hiring for Private Client Service Intern jobs?

Cities with the most Private Client Service Intern job openings:

What are popular job titles related to Private Client Service Intern jobs?

For Private Client Service Intern jobs, the most frequently searched job titles are:

Client Service Intern

Columbus, OH • On-site

Peak Retirement Planning, Inc.
Finance and Insurance • 11 - 50 employees
Learn more about Peak Retirement Planning, Inc.external

Other

Re-posted 5 days ago

Job description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.

What We Look For A+ Player
  • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
  • Dislikes working with B and C players.
  • Does not need to be told twice what to do.
Foxhole Team Member
  • Has a servant's heart and a purpose bigger than themselves.
  • Will help a team member fix a flat on the side of the road at 6am.
  • Goes above and beyond to provide a "White Glove Service" to our clients.
Rocketship Mentality
  • Excited to join a fast-growing startup with extreme upside.
  • Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
  • "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).
  • Peak University - Our three-month advisor/client service training program, consisting of one-hour of training sessions every day with an experienced advisor.
  • Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
  • Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to get questions answered and do further advisor training.
  • Trainual - Over 120+ hours of training content built exclusively for Peak Retirement Planning, Inc. team members.
  • Work alongside our client service team to provide our clients with white-glove service.
  • Maintain organized filing systems, both electronic and physical to ensure regulatory compliance.
  • Support internal operations by offloading administrative tasks from our client service team and advisors.
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