Private Client Intern at CC&L

Join CC&L Private Capital as a Private Client Intern based in Calgary for a dynamic 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

• Strong 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.