Client Experience & Marketing Intern

Vertis Wealth • Chicago, IL

8d • Onsite

About The Position

Vertis Wealth and Law is seeking an intern to combine client experience responsibilities with disciplined brand-content support. The intern will provide scheduled phone and reception backup, follow approved procedures, accurately capture messages, and protect confidential information. They will research and draft approved blog topics for an educated audience without providing individualized financial, legal, tax, or investment advice. Content must be submitted for editorial and compliance approval; interns do not publish directly. The intern will also assist with scheduling and publishing pre-approved social media content across the company’s platforms, ensuring accuracy, timeliness, and consistency with brand guidelines.

The role offers experience in professional client communication, message accuracy, escalation judgment, office discretion, research, source evaluation, editing, brand voice, and compliant financial-services content development. Interns will also learn how client service, wealth management, legal services, tax planning, and marketing operate within one firm. Reliable in-office attendance is essential. Full-time employment after the internship is not promised; strong performers may be considered for future Client Experience Coordinator or Marketing Coordinator openings. Account Manager consideration has additional performance, tenure, opening, and training requirements.

Requirements

• Warm, composed phone manner and clear writing without filler.
• High accuracy with names, messages, deadlines, sources, and confidential information.
• Ability to accept detailed edits and improve drafts constructively.
• Understanding that credible content requires research and review, not merely fast production.
• Reliable in-office attendance.
• Sophomore, junior, or senior standing; applicants at these class levels may apply.

Nice To Haves

• Majors considered include communications, public relations, journalism, English, professional writing, marketing, digital media, advertising, business administration, psychology, hospitality, finance, financial planning, accounting, economics, and pre-law.
• Strong writing samples and service judgment; a particular major is not required.

Responsibilities

• Provide scheduled phone and reception backup using approved greetings, verification, routing, and escalation procedures.
• Capture complete and accurate messages while protecting confidential information.
• Research, outline, draft, and revise approved blog topics using credible sources.
• Write for an educated audience without providing individualized financial, legal, tax, or investment advice.
• Maintain source logs and submit content for editorial and compliance approval; do not publish content directly.
• Assist with scheduling and publishing pre-approved social media content across the company’s platforms, ensuring posts are accurate, timely, and consistent with brand guidelines.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed