Supports wealth and client advisory teams serving high-net-worth clients through portfolio analysis, asset allocation modeling, cash management, reporting, client communications, and presentation preparation. Collaborates with investment, tax, and estate planning professionals, assists with client service requests and account activity, and completes individual and group projects culminating in a capstone presentation. Gains exposure to comprehensive wealth management and proprietary financial tools.

Supports ultra-high-net-worth clients by managing relationships, investment programs, account administration, cash management, reporting, and fiduciary documentation. Coordinates with advisors and internal departments, prepares client presentations and customized financial models, monitors asset allocation and overdrafts, processes remittances and payments, and assists with compliance reviews. Requires strong organization, communication, analytical problem-solving, financial markets interest, and proficiency with Microsoft Office.