Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA with two other offices in the metro-Atlanta area, and additional offices in Palm Beach Gardens, FL, Nashville, TN, Columbia, SC, and Augusta, GA. Established in 1989, HB’s employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals.  Total client assets under management are over $17 billion as of June 30, 2024.  At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.  

HB is seeking Client Service Operations Summer Interns to work in our Buckhead, GA corporate office. This position will assist Financial Planners in the operational aspects of serving our clients.  This is a fantastic opportunity to work on a strong, fun team!  This is a paid internship, beginning May 19, 2025, and running through Aug 1, 2025.  HB offers a well-structured, challenging, and collaborative Summer Intern program.

Duties:

• Prepare and process client account applications, money movement authorizations, and various other forms to execute account maintenance
• Input and maintain client information within internal and external systems
• Research projects and various operational duties 
• End of internship capstone presentation

• Must be a rising senior (those who are eligible for potential fulltime employment within a year of completion of internship) 
• Must demonstrate a “team-first” attitude; willingness and ability to adapt to changing priorities 
• Excellent communication skills
• Excellent research and problem-solving skills
• Excellent attention to detail