Private Wealth Intern: Client Service & Analytics
CIBC
CIBC is seeking a Private Wealth Client Service intern for a dynamic, 10-week summer program (June–August) in Illinois. The role emphasizes hands-on work, networking with bank staff and executives, and skill growth across soft and technical areas. Qualified students are pursuing a bachelor’s degree (expected graduation between December 2026 and June 2027) with a minimum 3.0 GPA, strong communication and analytical abilities, and authorization to work in the United States. #J-18808-Ljbffr CIBC
$65.5k
...You’ll Work With Bernstein Private Wealth Management is a premier... ...and ultra-high net worth clients. As an industry leader, we... ...Bernstein Private Wealth Summer Interns are client service-minded individuals who... ...markets positioning, portfolio analytics, and wealth and legacy...InternshipPrivatePermanent employmentFull timeSummer internship$65k - $70k
Summary As an intern in the Fund Data Reporting and Analytics Team (“Fund Data Team)” within Grosvenor’s Finance Department... ...marketing initiatives for our Private Equity, Infrastructure, and Real... ...Data Team works closely with our Client Services, Marketing, Corporate, and...InternshipPrivateTemporary workSummer internshipH1bFlexible hours- ...What You'll Be Doing As a PCS intern, you will be working with the PCS... ...Great communication, leadership, and analytical skills. About Our Private Client Services (PCS) Team The EisnerAmper... ...Business Services, and Personal Wealth Advisory services. About EisnerAmper...InternshipPrivateTemporary workLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
- ...1908, Rothschild Wealth Partners has helped... ...Oak Brook, we serve clients across the country... ...partners. As an intern, you’ll help shape... ...spanning both public and private markets... ...compliance, and client service You’ll leave... ...in 2027 Strong analytical skills and genuine...InternshipPrivateFull timeSummer work
- AllianceBernstein L.P. is hosting a Private Wealth Summer Internship in Chicago, offering hands-on experience alongside Financial Advisors. You will engage in portfolio analysis, client preparation, and meeting logistics while gaining insights into wealth management for...PrivateFull timeSummer internship
$40 - $45 per hour
...Description Description: The Client Advisory Intern will work alongside Client Advisory and Wealth Advisory... ...estate planning, client service, and new business development... ...; exposure to Private Wealth Management, Investment... ...preferred Strong analytical and problem-solving...InternshipPrivateHourly payTemporary workPart timeWork experience placementSummer internshipWork at office- ...exposure across many service lines,the sky’s the limit... ...tax, consulting, and wealth management firms. But... ...assisting a diverse range of clients, including businesses,... ...estate valuation and analytics needs including... ...including but not limited to: Private Equity and Investment...InternshipPrivate
$110k - $140k
...The Position The Private Wealth Management (PWM) team... ...portfolios around each clients objectives risk... ...The Senior Client Service Associate is responsible... ...relationships Partner with internal business units and... ...Strong analytical skills and sound independent...PrivateFull timeWork at office- Cresset, a premier private wealth firm in Chicago, seeks an Associate, Private Wealth Client Services to manage day-to-day client service needs and coordinate complex operations for high-net-worth families. You will collaborate with advisors, CPAs, and attorneys, ensuring...Private
$80k - $100k
...Cresset is a firm built by clients, for clients. As an... ...-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose... ...Private Wealth Client Services to support a collaborative... ...Partner with internal and external professionals...PrivateFull timeTemporary workWork at officeLocal area$100k - $125k
...Cresset is a firm built by clients, for clients. As an... ...-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose... ...Private Wealth Client Services with 5+ years of experience... ...experience and promote internal scalability...PrivateFull timeTemporary workWork at officeLocal area$150k - $190k
...doing what’s right for our clients.At CIBC, we embrace your strengths... ...comWhat you'll be doingAs a Private Wealth Business Development Officer... ...Team Members, and other internal partners.At CIBC we enable... ...management space.Collaboration & Service Excellence: Establish and...PrivateFull timeRemote work- ...Corient Private Wealth LLC. in Chicago or Dallas is seeking a Portfolio Implementation Intern for Summer 2027 to support the centralized Corient Investment... ...products, perform data analytics, assist with marketing materials for client education, and help analyze client...InternshipPrivateSummer workSummer internship
- ...join the 2027 Summer Internship Program - Wealth. This paid, 10-week internship offers... ...networking events, and collaboration with fellow interns. Interns gain hands-on experience while... ...industry professionals, contributing to Private Banking operations, and exploring...InternshipPrivateSummer internship
- ...assigned legal staff, handles scheduling, document production, and client service to deliver exceptional results. The ideal candidate has 2... ..., and proficiency with document management systems; familiarity with Private Wealth Planning is a plus. #J-18808-Ljbffr Venable LLPPrivateWork at office
$20 - $40 per hour
...it Relentless Excellence ® . Both our client service and culture are second to none,... ...assignments. Successful candidates will be analytical, detail-oriented, and eager to learn about... ...capital structure & valuation analysis and private capital markets. The ESOP Investment...InternshipPrivateHourly payApprenticeshipSummer workLocal areaFlexible hours- Wealth ManagementAcross Wealth Management,... ...Sachs helps empower clients and customers... ..., data and design.Private Wealth Management... ...full product and service offerings of Goldman... ...BDP) will provide analytical, investment, and client... ...tradesResearch internal and external investment...PrivateApprenticeship
- ...what’s right for our clients.At CIBC, we embrace your... ...Banking and Private Wealth Marketing, you'll develop... ...with group heads and internal stakeholders to tailor... ...management tools, digital analytics, client insights, and... ...in financial services marketing, including...PrivateFull time
$48 per hour
...students to join the Finance organization as Strategic Finance & Analytics Interns for our 2027 Summer InternProgram from May 24, 2027 -... ...planning & analysis, corporate development, management consulting, private equity, investment banking, or business operations ~...InternshipPrivateRemote jobHourly payFull timeSummer workCasual workSummer internshipLive inWork at office- Asset & Wealth ManagementA career with Goldman Sachs... ...opportunity to help clients across the globe realize... ...and advisory services for pension plans, sovereign... ...Regional Consultant (internal wholesaler), you will... ...exchange traded funds, private alternatives, and separately...Private
$87k - $195k
...call it Relentless Excellence . Both our client service and culture are second to none,... ...exclusive list of corporate clients and private equity firms, including a mix of mega-funds... ...hypotheses generation to inform research, analytical approaches, and credentialization in...InternshipPrivateFull timeWork at officeLocal areaFlexible hours$95.4k - $192k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...traded companies and private companies preparing for... ...accounting processes, internal controls, and financial... ...constructive feedback.Strong analytical, problem-solving, and...InternshipPrivateFull timeWork experience placementLocal area$69.8k - $132k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...fund structures in the private equity industry? Are you... ...platforms preferredStrong analytical skills, detail... ...(or starting rate for interns and associates) for this...InternshipPrivateFull timeWork experience placementWork at officeLocal area- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to... ...strong work ethic. Proven technical, analytical, and problem solving skills. Proactive...PrivateWork at officeLocal areaNight shift
$112.1k - $225.5k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ..., investment banking, private equity, venture capital... ...Experience building financial analytics models and tools,... ...(or starting rate for interns and associates) for this...InternshipPrivateFull timeWork experience placementLocal area$76k - $174k
...Description:Tax Senior - Private Client ServicesMazars USA is... ...and compliance services tailored exclusively... ...and preserving their wealth and to meet their financial... ...written)Excellent analytical and organizational skillsAbility... ...We offer international rotation opportunities...PrivateFull timeSummer workH1bWork at officeLocal areaFlexible hours- ...delivering exceptional service to high-net-worth... ...families and family office clients? As a Senior Manager... ...complex tax, financial, and wealth planning needs. In... ..., partnerships, LLCs, private investments, and... ...relationship management, analytical, and organizational skillsAbility...PrivateFull timeContract workWork at office
- Winland Foods, Inc. in Oak Brook, IL is seeking a Finance Intern for a hybrid Summer internship (May-Aug 2027). The role is heavily analytical, focusing on evaluating monthly and quarterly results against forecasts and prior periods, with insights presented to company...InternshipSummer internship
$18 - $21 per hour
...locally headquartered bank and wealth management franchise in the... ...grow their careers, guides our Clients to secure their financial... ...Communities we serve. We Stand For Service® is more than part of our... ...Delaware Bryn Mawr Trust Advisors Private Banking Endowments and...InternshipPrivateHourly payFull timeSummer internshipWork at officeFlexible hours- ...offers a full-time Summer 2027 Internship in Human Resources. The intern will support HRBP activities, assist with reporting, and... ...on exposure to employee relations, talent management, workforce analytics, and HR operations while developing foundational strategic HR skills...InternshipFull timeSummer internship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Intern: Client Service & Analytics. Be the first to apply!
- customer service supervisor Chicago, IL
- inbound customer service Chicago, IL
- customer service manufacturing Chicago, IL
- client services associate Chicago, IL
- customer service coach Chicago, IL
- insurance customer service Chicago, IL
- customer service Chicago, IL
- customer service opportunity Chicago, IL
- outbound customer service Chicago, IL
- client services intern Chicago, IL





