Client Services Assistant Intern

Jefferson Bank•San Antonio, TX

About The Position

The Client Services Assistant Intern provides high-level customer service and administrative support to 1900 Wealth officers, their clients, and the tenured Client Service Assistant. The role supports lead advisors in delivering firm services and contributes to improving the client experience. Responsibilities include account onboarding and maintenance, cash management, and preparation of portfolio performance materials. The intern also maintains confidential client and prospect information in CRM databases and supports client requests and account-level administration.

Requirements

Be a junior or senior in an accredited four-year college program and actively working toward a bachelor's degree.
Strong ability to prioritize, focus on client service, and communicate effectively.
Ability to identify process improvement needs and work toward resolution.
Highly organized and able to adapt quickly to changing priorities.
Demonstrate integrity and accountability.
Be detail oriented.
Excellent computer literacy in Microsoft Outlook, Word, Excel, and PowerPoint.
Ability to use internet browsers and office equipment, including multi-lined telephones, copiers, scanners, shredders, and fax machines.
Ability to learn new computer software programs.
Proven organizational skills, including the ability to multitask and follow assigned tasks through completion.
Ability to work independently with minimal supervision.
Ability to work with affluent clients.
Comfort working in a fast-paced office environment.
Problem-solving skills and ability to proactively develop solutions.
Ability to reach, bend, and lift files weighing up to 15 pounds; sit for most of the day at a computer; speak to and hear customers; move around an office to access files and equipment; and type on a keyboard and read a computer screen.

Nice To Haves

Administrative office experience.

Responsibilities

Provide excellent customer service and support lead advisors in delivering firm services.
Process client requests with priority and contribute to improving the client experience.
Onboard new accounts and asset transfers.
Review account applications for completeness and compliance requirements.
Make account-level updates to reflect client needs and preferences.
Maintain confidential client and prospect information in CRM databases, regularly reviewing and updating paperwork as needed.
Set up and monitor recurring portfolio distributions.
Process ACH and wire transfer requests.
Monitor cash levels for fees, distributions, and other cash needs.
Process quarterly billing and reconcile at the account level.
Prepare performance review packets for client meetings.
Maintain quarterly performance reports for the client portal.
Help create customer reports as needed.