Skip to main content

This job has expired

Client Associate Intern

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

View more

Job Role
Wealth Management
Employment Type
Part Time
Level
Internship
Experience Level
None
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.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert