Client Service Intern
Creweadvisors
About this role
Crewe Advisors is seeking a part-time Client Service Intern to support their team with administrative and client-related tasks in a wealth management setting. The role involves assisting with onboarding, account management, research, and meeting preparation, providing support to ensure a high-quality client experience.
Skills
About Creweadvisors
creweadvisors.comCrewe Advisors is a boutique financial advisory firm that helps individuals and families achieve financial harmony and peace of mind through personalized planning. They offer comprehensive services including wealth management, retirement and investment planning, and holistic financial advice tailored to clients’ goals. For more information or to start a conversation, contact them at info@crewe.com.
About Creweadvisors
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Creweadvisors.
Salary
$37k – $52k
per year