Wealth Management Administrator Intern

EBS is committed to creating long-term value and caring for our clients and their financial needs. We believe exceptional service begins by developing meaningful relationships and truly understanding what is important to clients today and for the next generation of their families. Because we are a knowledge-based company, our team members and their intellectual capital are our most important asset. We have worked hard to create a culture of excellence, where continual learning and improvement are the norm. 

 People and their investment needs are our primary focus. For this reason, the successful client administrator should be self-motivated and have excellent interpersonal, communication and collaboration skills. We are looking for a team member who enjoys helping and caring for others.

 

Any potential EBS associate should enjoy a team environment and be driven to consistently service our client base with a high degree of professionalism and have the organizational and analytical skills necessary to precisely execute complex service demands in a fast-paced environment. Every member of our team wears more than one hat, and everyone is expected to pitch in when a job has to get finished. Never are the words “not in my job description” uttered at our firm.

 

We are like family and while we work hard together, we also have fun together. We take our culture seriously and are mindful of the people we bring into our organization. EBS is not a stop along your career journey, but a place where you will want to stay. If you are up to the challenge, we are interested in meeting with you.