Client Service Associate Intern bei HB Wealth

Description

About Us

At HB Wealth, internships are designed to give you more than just a glimpse into wealth management. You’ll 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, you’ll build valuable skills, expand your network, and discover what it means to thrive in a purpose-driven firm. 

What We’re 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. You’ll be part of a dynamic, supportive team—learning 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 considered. In 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.

Requirements

• Positive attitude, strong work ethic, and an ability to work in an entrepreneurial, fast-paced environment. 
• Must be a rising senior, working towards a bachelor’s 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, Elevated—bringing 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