Client Service Intern
About The Position
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our office in Jacksonville, FL is seeking a Client Service Intern to join our team. This is a summer internship, expected to run from May through August, and offers a valuable opportunity for students to gain hands‑on experience in client service and operational support within the financial services industry. The intern will work closely with our Client Success Managers and Associates to support client onboarding, maintain accurate CRM records, assist with KPI tracking, and help develop client‑facing resources. Key takeaways from this role include exposure to client relationship management, experience with onboarding workflows and retention strategies, and strengthened communication and organizational skills. This position is ideal for students interested in client service, operations, or financial services. We’re specifically seeking candidate who reside in the Jacksonville, FL area. In the spirit of pay transparency, we are excited to share the hourly rate for this position is $21 per hour.
Requirements
- Must be actively enrolled in a college or university degree program to be eligible for an internship. Candidates who have already graduated or will graduate before the start of the summer intern program are not eligible.
- Preferably pursuing bachelor’s degree in business, communications, or related field.
- Preferably students between their junior and senior years.
- Strong interpersonal and customer service skills.
- Highly organized, detail-oriented, and proactive in problem solving.
- Proficiency in Microsoft Office or similar tools; Salesforce familiarity is a plus.
- Strong written and verbal communication skills
Responsibilities
- Assist in onboarding new clients by supporting setup of WEG platforms and services.
- Shadow CSMs/CSAs during client calls and meetings to learn best practices.
- Help maintain accurate client records and document insights in CRM tools.
- Support the creation of client-facing materials, FAQs, and training resources.
- Help prepare presentations, dashboards, and reports for client success tracking.
- Collect and analyze client feedback to identify opportunities for improvement.
- Work with cross-functional teams (Sales, Product, Marketing) to align on client needs.
- Support internal reporting on client engagement, satisfaction, and retention.
- Assist in tracking KPIs and producing updates for leadership.
Benefits
- Training and professional development
- Wellness programs and resources
- Worker's compensation – employer paid
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What This Job Offers
Career Level
Intern
