Client Service Intern

About the role

HB Wealth seeks a Client Service Associate Summer Intern to work in the Towson, MD office, assisting Financial Planners with the operational aspects of serving clients. The internship is paid, runs from June 1, 2027 through August 6, 2027, and requires in‑office attendance five days per week. Candidates must be local to Towson or willing to relocate. HB offers a well‑structured, challenging, and collaborative Summer Intern program.

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 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
• Ability to successfully pass criminal background / credit check (required)

Skills

• Proficiency with the Microsoft Office Suite preferred

Pay

$27 per hour

Schedule

• In‑office, five days per week
• Internship period: June 1, 2027 – August 6, 2027
• Location: Towson, MD (local candidates or willingness to relocate)