Client Service Intern

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our office in Jacksonville, FL is seeking a Client Service Intern to join our team. This is a summer internship, expected to run from May through August, and offers a valuable opportunity for students to gain hands‑on experience in client service and operational support within the financial services industry. The intern will work closely with our Client Success Managers and Associates to support client onboarding, maintain accurate CRM records, assist with KPI tracking, and help develop client‑facing resources. Key takeaways from this role include exposure to client relationship management, experience with onboarding workflows and retention strategies, and strengthened communication and organizational skills. This position is ideal for students interested in client service, operations, or financial services. We’re specifically seeking candidate who reside in the Jacksonville, FL area.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $21 per hour.

Primary Job Functions

Client Engagement & Support

• Assist in onboarding new clients by supporting setup of WEG platforms and services.
• Shadow CSMs/CSAs during client calls and meetings to learn best practices.
• Help maintain accurate client records and document insights in CRM tools.

Resource Development

• Support the creation of client-facing materials, FAQs, and training resources.
• Help prepare presentations, dashboards, and reports for client success tracking.
• Collect and analyze client feedback to identify opportunities for improvement.

Collaboration & Internal Support

• Work with cross-functional teams (Sales, Product, Marketing) to align on client needs.
• Support internal reporting on client engagement, satisfaction, and retention.
• Assist in tracking KPIs and producing updates for leadership.

What You'll Gain

• Direct exposure to client success strategies and account management.
• Practical experience in onboarding and lifecycle management.
• Skills in cross-team collaboration and client communication.
• Mentorship in building strong client relationships in financial services.

Education/Qualifications

• Must be actively enrolled in a college or university degree program to be eligible for an internship. Candidates who have already graduated or will graduate before the start of the summer intern program are not eligible.
• Preferably pursuing bachelor’s degree in business, communications, or related field.
• Preferably students between their junior and senior years.
• Strong interpersonal and customer service skills.
• Highly organized, detail-oriented, and proactive in problem solving.
• Proficiency in Microsoft Office or similar tools; Salesforce familiarity is a plus.
• Strong written and verbal communication skills

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Intern level is $38,700.00 to$ 54,200.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. As an intern, you may participate in the following benefits & development opportunities:

• Training and professional development

• Wellness programs and resources

• Worker's compensation – employer paid

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.