Paid Finance & Client Services Intern — Learn & Impact

ripplecompanies; Vancouver (WA); On-site; USD 2,066,000 - 3,444,000; Part time

Benefits offered by this job

PTO accrual

Cultural perks

Job summary

Johnson Bixby offers a paid intern opportunity in the SW Washington/Portland area to gain experience in client services, finance, and accounting projects. You will support the client services, planner, investment, and administrative teams while learning processes and procedures essential to professional growth.

The role emphasizes collaboration, strong communication, and the ability to manage multiple tasks and meet deadlines, with responsibilities across data entry and research to support

Qualifications

• Bachelor’s degree or currently enrolled in an accredited college or university in related field.
• Some related experience, internship, and/or training in a business environment.
• Minimum GPA of 3.0
• Computer experience in Microsoft Office, especially Excel and Word.
• Ability to work independently with minimal supervision.
• Multitasking skills as well as the ability to prioritize work.
• Strong communication skills with emphasis on both oral and written communication when dealing with clients and other team members.
• Ability to work at a sustained pace while producing quality work.
• Ability to respond to common inquiries or complaints from clients, regulatory agencies, or members of the business community.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, future value, and present value.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Responsibilities

• Provide support to our client services, planner, investment, accounting, and administrative teams.
• Learn the process and procedures of the Client Services Department.
• Perform basic data entry and research for various departmental projects that must be completed in a timely manner.
• Work with client service team members to ensure a smooth and seamless client experience.
• Meet with our professionals to expand your knowledge and resources to help prepare you for your career.

Skills

Microsoft Office

Excel

Word

Communication

Independent work

Multitasking

Education

Bachelor’s degree or current enrollment

GPA 3.0

Tools

Microsoft Office

Job description

Johnson Bixby offers a paid intern opportunity in the SW Washington/Portland area to gain experience in client services, finance, and accounting projects. You will support the client services, planner, investment, and administrative teams while learning processes and procedures essential to professional growth.

The role emphasizes collaboration, strong communication, and the ability to manage multiple tasks and meet deadlines, with responsibilities across data entry and research to support