Client Associate Intern

Scharf Investments
Los Gatos, California
Hourly rate
Closing date
Dec 6, 2023

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Job Role
Wealth Management
Employment Type
Part Time
Experience Level
CFP® Certification
Not necessary

The Client Associate Intern is an integral member of the Wealth Advisory team and works in a client-focused, team-centered environment under the direction of the Senior Director of Wealth Management. The ideal candidate will work directly with the Wealth Advisors and Client Associate to support them in delivering an exceptional client experience by building relationships and engaging with clients. This individual thrives in a fast-paced environment, has exceptional interpersonal skills, is highly motivated and willing to learn, a thoughtful listener, and driven to grow professionally and personally.

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