Client Service Associate Intern
Client Service Associate Intern
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Salary Not Disclosed
1 Vacancy
Job Description
About Us
At HB Wealth internships are designed to give you more than just a glimpse into wealth management. Youll gain hands-on experience learn directly from seasoned professionals and see how our team lives out our mission to bring unwavering financial peace of mind to the clients we are privileged to serve. Through mentorship professional development and firm-wide initiatives youll build valuable skills expand your network and discover what it means to thrive in a purpose-driven firm.
What Were Looking For
HB is seeking (2) Client Service Associate Summer Interns to work in our Buckhead GA corporate office. This position will assist Wealth Advisors in the operational aspects of serving our clients. HB offers a well-structured challenging and collaborative Summer Intern program. Youll be part of a dynamic supportive teamlearning from the best developing new skills and having a great time while you do it! This is a paid internship beginning May 26 2026 and running through July 31 2026.
Candidates must submit a letter of interest to be 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.
Your Job 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.
- Positive attitude strong work ethic and an ability to work in an entrepreneurial fast-paced environment.
- Must be a rising senior working towards a bachelors 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
This is not a remote position. Candidates should expect to be in an HB office 5 days per week. Candidates must be local to Atlanta or willing to relocate.
About HB Wealth
HB Wealth (HB) is a national independent fee-only wealth management firm headquartered in Atlanta GA with additional offices in Palm Beach Gardens and Tampa FL; Nashville TN; Columbia and Greenville SC; Augusta GA; and Towson and Columbia MD.
Founded in 1989 HB provides comprehensive financial planning investment management and family office services to primarily high-net-worth individuals families and institutions. With over $25 billion in assets under management as of May 31 2025 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing clients trusted advice and financial peace of mind.
At HB Wealth we foster a healthy collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning growing sharing ideas and making a meaningful impact for our clients.
HB is an Equal Employment Opportunity Employer
Required Experience:
Intern
Employment Type
Intern
