Client Service Intern

Description

About Us

At HB Wealth, we're more than just a wealth management firm, we're a team that pours our heart into everything we do. Guided by integrity, collaboration, and an unwavering commitment to our clients, we strive to raise the bar in every aspect of our work. Doing the right thing isn’t just a principle, it’s our promise. If you're passionate about making a meaningful impact, putting clients first, and working alongside a team that supports and challenges each other, HB Wealth may be the place for you.

What We’re Looking For HB is seeking (1) Client Service Associate Summer Intern to work in our Buckhead, GA corporate office. This position will assist Financial Planners in the operational aspects of serving our clients. ?HB offers a well-structured, challenging, and collaborative Summer Intern program. This is a fantastic opportunity to work on a strong, fun team! This is a paid internship, beginning May 24, 2027, and running through July 30, 2027.

Candidates must submit a letter of interest to be considered. In no more than one page, the letter should tell us why you have chosen this field for an internship and how it will benefit your future studies and career.

Your Job Responsibilities Prepare and process client account applications, money movement authorizations, and various other forms to execute account maintenance Input and maintain client information within internal and external systems Research projects and various operational duties? End of internship capstone project and presentation

Requirements

Positive attitude, strong work ethic, and an ability to work in an entrepreneurial, fast-paced environment. Must be a rising senior, working towards a bachelor’s degree from an accredited college or university (required) Client-first attitude with professionalism and integrity Excellent communication skills and attention to detail Willingness to adapt to changing priorities? Excellent research and problem-solving skills Proficie