Paid Summer Client Service Intern - Wealth Management

HB Wealth; Atlanta (GA); On-site; USD 31,000 - 44,000; Full time

Benefits offered by this job

Paid internship

In-office role

Job summary

HB Wealth is seeking a Client Service Associate Summer Intern to assist our Financial Planners with operational tasks at our Buckhead, GA corporate office. This paid internship runs May 24, 2027 through July 30, 2027 and offers a structured, collaborative experience.

Candidates must be rising seniors pursuing a bachelor’s degree, thrive in a fast-paced environment, and be local to Atlanta or willing to relocate. In-office, five days per week.

Qualifications

• Must be a rising senior pursuing a bachelor’s degree from an accredited college or university.
• Positive attitude, strong work ethic, and an ability to work in an entrepreneurial, fast-paced environment.
• Excellent communication skills and attention to detail.

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

Positive attitude

Client-first attitude

Communication skills

Attention to detail

Research & problem-solving

MS Office proficiency

Background check clear

Education

Rising senior pursuing bachelor’s degree

Tools

Microsoft Office Suite

Job description

HB Wealth is seeking a Client Service Associate Summer Intern to assist our Financial Planners with operational tasks at our Buckhead, GA corporate office. This paid internship runs May 24, 2027 through July 30, 2027 and offers a structured, collaborative experience.

Candidates must be rising seniors pursuing a bachelor’s degree, thrive in a fast-paced environment, and be local to Atlanta or willing to relocate. In-office, five days per week.