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Waldron Private Wealth · 2 months ago

Client Service Intern - Summer 2026

Bridgeville, PA

Internship

Onsite

Intern

Start in 2026 Summer

Waldron Private Wealth is looking for a Client Service Intern to work closely with the Client Service team. The intern will provide operational and administrative assistance while learning about day-to-day client service activities.

Financial ServicesWealth Management

No H1B

Responsibilities

Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc

Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related 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, coding transactions, addressing account issues, and running reports as requested

Provide document management for CS department and other departments including document naming and uploading to document management system

Create and distribute various reports from custodian and data aggregation platforms for internal and external customers

Qualification

Graduate studentWork authorization in U.S.Commitment to internshipAvailability 15 hours/weekAvailability 35-40 hours/week

Required

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 offices in Bridgeville, PA, Plymouth, MI, and Wayne, 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

Will work out of closest office to you during the school year