Paid Client Service Intern — Summer (Towson)

HB Wealth; Towson (MD); On-site; USD 31,000 - 44,000; Part time

Benefits offered by this job

Paid internship

Job summary

HB Wealth in Towson, MD is seeking a Client Service Associate Summer Intern to support Financial Planners with client operations. This paid internship runs June 1, 2027 through August 6, 2027, and requires on-site work five days weekly.

The ideal candidate is a rising senior pursuing a bachelor’s degree, with excellent communication, attention to detail, and the ability to thrive in a fast-paced environment.

Qualifications

• Must be a rising senior, working towards a bachelor’s degree from an accredited college or university (required).
• Excellent communication skills and attention to detail.
• Proficiency with the Microsoft Office Suite preferred.
• Ability to successfully pass criminal background / credit check required

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

Skills

Communication skills

Attention to detail

Strong work ethic

Positive attitude

Education

Rising senior pursuing bachelor's degree

Tools

Microsoft Office Suite

Job description

HB Wealth in Towson, MD is seeking a Client Service Associate Summer Intern to support Financial Planners with client operations. This paid internship runs June 1, 2027 through August 6, 2027, and requires on-site work five days weekly.

The ideal candidate is a rising senior pursuing a bachelor’s degree, with excellent communication, attention to detail, and the ability to thrive in a fast-paced environment.