Client Service Intern

HB Wealth•Towson, MD

13d•Onsite

About The Position

HB is seeking (1) Client Service Associate Summer Intern to work in our Towson, MD office. This position will assist Financial Planners in the operational aspects of serving our clients. HB offers a well-structured, challenging, and collaborative Summer Intern program. This is a fantastic opportunity to work on a strong, fun team! This is a paid internship, beginning June 1, 2027, and running through August 6, 2027. Candidates must submit a letter of interest to be considered. In no more than one page, the letter should tell us why you have chosen this field for an internship and how it will benefit your future studies and career.

Requirements

Positive attitude, strong work ethic, and an ability to work in an entrepreneurial, fast-paced environment.
Must be a rising senior, working towards a bachelor’s degree from an accredited college or university (required)
Client-first attitude with professionalism and integrity
Excellent communication skills and attention to detail
Willingness to adapt to changing priorities
Excellent research and problem-solving skills
Proficiency with the Microsoft Office Suite preferred
Ability to successfully pass criminal background / credit check required

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