Join CC&L; Private Capital as a Private Client Intern based in Calgary for a agile 4-month term. Collaborate with client-focused teams while gaining hands-on experience in Wealth Management. This internship is perfect for third or fourth-year undergraduate students in Finance, Business Administration, or Economics. Assist Wealth Advisors by performing data reconciliation, maintaining CRM records, and preparing client reports. You'll learn the Wealth Management cycle firsthand while contributing to process efficiencies and operational support. Key Responsibilities:
Perform data entry and auditing for client portfolios
Maintain client information in Salesforce CRM
Create and generate client reports using APX
Support Wealth Advisors with client package preparation
Provide additional assistance to associate teams as required Requirements:
At least one previous internship in Finance or Asset Management
Solid communication and attention to detail
Ability to work independently and collaboratively
Proficient in MS Suite, especially Excel
Understanding of private client service is an asset Enhance your skills and knowledge of Wealth Management while contributing valuable support at CC&L.; #J-18808-Ljbffr

📌 Private Client Intern At Cc&l Calgary
🏢 Connor, Clark & Lunn Private Capital
📍 Calgary