2026 Summer Intern, Cleveland Client Service jobs in United States
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Glenmede · 2 months ago

2026 Summer Intern, Cleveland Client Service

Glenmede is a trusted partner for private wealth and investment management clients, dedicated to empowering financial futures. The internship program offers personal and professional development opportunities while providing insights into the wealth and investment management businesses.

ConsultingFinancial ServicesInsurance
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Growth Opportunities
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Responsibilities

Roles and responsibilities will vary based on the department; all interns are expected to support a wide range of activities, acting, and performing professionally. At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels
The team is responsible for the daily execution of portfolio management responsibilities and the respective daily client service requirements. The team provides a broad landscape from which to learn the application of holistic, goals-based wealth and investment management. This internship is intended for individuals with an interest in portfolio management, construction, and implementation for private clients
Our Wealth Advisors offer comprehensive services tailored to meet the needs of each client, including expertise on family governance and educational programs, philanthropic guidance, fiduciary services, and administrative services

Qualification

Portfolio ManagementWealth ManagementMicrosoft Office SuiteCommunication SkillsProblem-SolvingDetail OrientedTeamwork

Required

Must be enrolled in a Bachelor's degree program and a rising senior, (graduating between May 2027-December 2027)
We accept varying majors, business majors preferred
Excellent communication skills required
Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving
Demonstrated ability to carry out detailed work accurately and on time
Ability to work under pressure and meet deadlines
Detail oriented, ability to analyze
Ability to work within a team and on a self-directed basis
Proficient with Microsoft Office Suite, including Excel and PowerPoint
Must be authorized to work in the United States, without sponsorship, for the internship duration

Company

Glenmede

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We believe every client is a universe of one. Our commitment to clients is guided by our values and driven by the pursuit of excellence.

Funding

Current Stage
Growth Stage

Leadership Team

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Raj Tewari
Chief Operating Officer
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Dan Moonay
Senior Counsel and Deputy CCO
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Company data provided by crunchbase