The Client Service Intern will have the opportunity to provide support to the Client Service teams. This position requires strong attention to detail, a commitment to learning, and the ability to communicate seamlessly. The ideal candidate will demonstrate a basic understanding of industry concepts and will possess excitement around a potential career in client service.

Responsibilities:

Client Engagement Support

• Learn about clients and their preferences by reviewing meeting notes and client profiles.
• Assist with client engagement activities.
• Learn CTWM service standards and white glove client experience

Service & Operations Assistance

• Support essential servicing tasks under supervision, including money movement preparation, account updates, and documentation review.
• Help prepare paperwork for account openings, transfers of assets, and beneficiary updates.
• Maintain accuracy by understanding the purpose behind transactions and following established procedures.

Process & Workflow Learning

• Learn CTWM servicing methods and observe how the team monitors adherence using internal systems.
• Assist with launching workflows in Practifi and track progress with guidance.
• Support onboarding activities for new clients through shadowing and administrative preparation.

Compliance & Confidentiality

• Develop a foundational understanding of compliance policies related to client service.
• Handle client information with strict confidentiality and care.

Technology & Reporting

• Gain exposure to firm technologies used for servicing and data management.
• Assist with data cleanup projects and help identify missing or inaccurate information.
• Learn where key service reports are generated and how they support team operations.

Learning & Professional Development

• Use resources such as Playbook Builder and Wealthscape Learning Hub to build industry knowledge
• Develop familiarity with the CTWM client journey and how client service supports each stage.
• Observe how Scoreboard metrics influence team performance and operational priorities.

Advisory Team Management

• Observe how CSS operates at the “COO” of their Advisory team
• Join internal meetings as they pertain to client and team administration
• Learn how firm technologies and systems are leveraged for team organization 

Qualifications:

• Working towards a Bachelor’s degree in business, Finance, or related field preferred.
• Graduating in 2028 or sooner
• 1–2 internships in client service or financial services environment a plus.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite
• Ability to manage multiple priorities and work effectively under pressure.
• Proactive learner with a client-first mindset.
• Ability to build rapport and trust with clients.
• Strong problem-solving skills and commitment to accuracy.