Fall Institutional Client Service Intern — Onsite, Flexible Hours

CAPTRUST; Phoenix (AZ); On-site; USD 21,000 - 30,000; Part time

Job summary

CAPTRUST is seeking a Fall Institutional Client Service Intern for our Phoenix, AZ office to support the Client Management team. The role exposes you to institutional advisory, private wealth management, and tax practices with hands-on learning from day one.

You will assist with client service, meeting prep, data maintenance, investment monitoring, and general administrative tasks while maintaining professional standards and flexibility for school schedules.

Qualifications

• Actively pursuing Undergraduate/Graduate degree; rising junior or senior.
• Majors in Business preferred (Accounting, Finance, Economics, Taxation).
• Interest in investment advisory firm operations.

Responsibilities

• Assist client service and meeting preparation for the Client Management Team.
• Support quarterly performance reporting and benchmarking analysis.
• Contribute to research and ad hoc projects with deadlines.
• Attend client investment committee meetings when invited.
• Attend Participant Advice sessions with plan advisors to observe.

Skills

Critical thinker

Communication skills

Organized/detail-oriented

Team player

Integrity

Education

Undergraduate/Graduate degree; rising Junior or Senior

Tools

Word

Excel

PowerPoint

Outlook

Job description

CAPTRUST is seeking a Fall Institutional Client Service Intern for our Phoenix, AZ office to support the Client Management team. The role exposes you to institutional advisory, private wealth management, and tax practices with hands-on learning from day one.

You will assist with client service, meeting prep, data maintenance, investment monitoring, and general administrative tasks while maintaining professional standards and flexibility for school schedules.