Wealth Management Intern
RBC · Easton, Massachusetts, United States
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Apply NowAbout the role#
This internship provides students with hands-on experience within the Private Client Group at RBC Wealth Management. You will work alongside experienced financial services professionals to gain insight into the industry while providing essential support to the team and its clients.
What you'll do#
- Provide administrative and operational support to Financial Advisors and their clients.
- Service clients in a professional manner and respond to routine inquiries, including providing account balances and stock quotes.
- Prepare client correspondence and process account forms.
- Assist with department mailing and filing projects.
- Maintain accurate account records and perform general administrative tasks as assigned.
What you'll need#
- Current college student pursuing a degree in Finance, Economics, Business Administration, or a related field.
- Previous customer service experience.
- Proficiency in Microsoft Office, specifically Word, Excel, and Outlook.
- Strong written and verbal communication skills.
- Ability to manage multiple competing priorities and take initiative.
Location & details#
- Location: Easton, Massachusetts.
- Term: Summer 2026.
- Modality: On-site.
- Status: Part-time, paid internship.
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