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Client Service Internship

Waldron Private Wealth

Job Location:

Bridgeville, PA - USA

Monthly Salary: Not provided by the employer

Posted: 20 August 2026 (10 hours ago)

Application Deadline: 17 November 2026

Vacancies: 1 Vacancy

Job Summary

Waldron Private Wealth (Waldron) is looking fora Client Service intern to work closely with the Client Service team learning the ins and outs ofthe day-to-day client service activities while providing operational and administrative assistance tothe Client Services (CS) Department.

In this role you will:

Process forms and documentation for custodial related items including opening new accounts setting up standinginstructions adding beneficiaries to accounts etc.
Provide administrative support to CS department for various requests including preparing FedEx mailings postageand envelopes faxing emailing filing making copies scanning docs generating reports and other administrativerelated items as requested.
Assist in the research and gathering of information to resolve a client issue.
Assist with managing accounts with a third-party portfolio aggregator including adding new accounts codingtransactions addressing account issues and running reports as requested.
Provide document management for CS department and other departments including document naming anduploading to document management system.
Create and distribute various reports from custodian and data aggregation platforms for internal and externalcustomers.

Requirements:

Currently enrolled as an undergraduate or graduate student.
Must be able to commit to the internship for multiple semesters.
Must have reliable transportation to and from our officein Bridgeville PA.
Ability to work a minimum of 15 hours per week during the school year and 35-40 hours per week during the summer months.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Required Experience:

Intern

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