Are you a recent college graduate looking to launch your career in the financial services industry? This is an exciting opportunity to join a highly respected wealth management team and gain hands-on experience supporting financial advisors and high-net-worth clients while building a strong foundation in investment operations and client relationship management.
In this role, you'll work alongside experienced professionals in a collaborative, fast-paced environment where you'll develop valuable industry knowledge and exposure to the day-to-day operations of wealth management. If you're organized, client-focused, and eager to grow your career in finance, we'd love to hear from you.
What You'll Do:
Support Financial Advisors with a variety of client service and operational activities.
Communicate with clients by phone, email, and in person to address questions and service requests.
Schedule meetings and prepare materials for prospective and existing client appointments.
Assist with opening and maintaining client accounts and preparing required documentation.
Research and resolve account-related inquiries while ensuring timely follow-up.
Maintain accurate records and files in accordance with regulatory requirements.
Coordinate administrative activities, track referrals, and support marketing initiatives.
Partner with internal teams to help deliver an exceptional client experience.
What We're Looking For:
Bachelor's degree required, preferably in Finance, Business, Economics, Accounting, Communications, or a related field.
Strong proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
Previous internship, part-time, military, campus leadership, customer service, or financial services experience is highly valued.
Exposure to brokerage, wealth management, banking, investment operations, or financial services environments is a plus.
Excellent communication and interpersonal skills with a genuine desire to help clients.
Strong organizational skills with the ability to prioritize competing responsibilities and meet deadlines.
Detail-oriented mindset and commitment to accuracy and professionalism.
Eagerness to learn, grow, and build a long-term career within the financial services industry.
Why This Opportunity?
Gain direct exposure to the wealth management industry.
Work closely with seasoned financial professionals and advisors.
Build transferable skills in client service, operations, and investment support.
Join an organization that values professional development and career growth.
Excellent opportunity for recent graduates seeking to establish a successful career in financial services.
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