Wealth Management Intern: Client Advisory & Operations

LE0219 SCS Capital Management LLC; Dallas (TX); On-site; USD 33,000 - 39,000; Full time

Job summary

SCS, Focus Partners Family Office and OCIO invites students to join its Private Client Group Summer Internship in Dallas. The program blends training, mentorship, and hands‑on work supporting advisors and clients in wealth management.

You will engage in client presentations, portfolio monitoring, and on‑site collaboration with senior leadership over a 10‑week period. The role emphasizes organization, reliability, and strong communication skills, with a focus on confidentiality and professional

Qualifications

• Currently pursuing a bachelor’s or master’s degree in finance, economics, business, or a related field.
• Expected graduation date between December 2027 and Spring 2028.
• Preferred GPA of 3.5+.
• Aptitude for learning complex financial and investment concepts.
• Excellent verbal and written communication skills.
• Strong attention to detail and ability to follow through on projects effectively.
• Proficiency in MS Office (Outlook, PowerPoint, Excel, OneNote, Teams, SharePoint).
• Ability to work and commute out of SCS’s Dallas office.
• Team‑oriented mindset and propensity for partnership and collaboration.
• Permanent authorization to work in the U.S.
• Ability to complete required assessments and a digital video interview as part of the application process.

Responsibilities

• Preparing client meeting presentations
• Preparing/reviewing/confirming trading and other investment activity
• Operational account administration
• Monitoring portfolios against asset allocation targets
• Working on ad‑hoc projects
• Coordinating with accountants and estate attorneys
• Assisting with real‑time client inquiries and requests as they arrive

Skills

Verbal communication

Written communication

Attention to detail

Team oriented mindset

Strong work ethic

Education

Bachelor’s or Master’s in finance, economics, business

Expected graduation Dec 2027 - Spring 2028

Tools

MS Office (Outlook, PowerPoint, Excel, OneNote, Teams, SharePoint)

Job description

SCS, Focus Partners Family Office and OCIO invites students to join its Private Client Group Summer Internship in Dallas. The program blends training, mentorship, and hands‑on work supporting advisors and clients in wealth management.

You will engage in client presentations, portfolio monitoring, and on‑site collaboration with senior leadership over a 10‑week period. The role emphasizes organization, reliability, and strong communication skills, with a focus on confidentiality and professional