Fall 2026 Institutional Client Service Intern

WHO are we looking for?CAPTRUST is seeking a Fall Institutional Client Service Intern in our Phoenix, AZ office to join our Client Management team. The position will provide exposure to the inner workings of a firm with diversified practice lines, including institutional advisory, private wealth management, and a robust tax practice. Hands-on learning starts on day one in this fast-paced environment. This position will be trained on different aspects of institutional advisory and investment consulting. The intern will also be trained on specific software used throughout the firm. Responsibilities include assisting with client service, meeting preparation, data maintenance, investment monitoring, and administrative tasks.CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today. Primary responsibilities may include the following, among others:The internal title for this role is intended to be Intern | Institutional Client Service.ResponsibilitiesWork closely with financial advisors, client service, and peers on the Client Management TeamAssist performance reporting team in the preparation and review of quarterly performance reportsAssist in the preparation and review of fee and expense benchmarking analysis and reportsContribute to new research, project initiatives, and ad hoc projects within required deadlinesAttending client investment committee meetings to observe (upon invitation from advisor)Attending Participant Advice sessions with our plan advisors to observe participant meetingsQualificationsMinimum Qualifications:Actively pursuing Undergraduate/Graduate degree; rising Junior or SeniorAll School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation preferred) Significant interest in the workings of investment advisory firmnDesired Qualifications/Skills:Strong critical thinker who is a strong self-starterHigh-level proficiency in Word, Excel, PowerPoint, OutlookExcellent communication and writing skillsOrganized, detail-oriented and able to multitask with proven ability to plan and achieve resultsDemonstrate highest personal ethics and integrityAbility to maintain absolute confidentiality of informationTeam player, collaborative, able to work with and through othersWHAT can you expect from your career at CAPTRUST?Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.WHERE will you be working?2375 East Camelback Rd Suite 700 | Phoenix, AZ 85016Due to the nature of the role, this is not a remote or work from home position.HOW do we build a world class organization one brick at a time?We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.Are you the next brick?To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/Diversity Statement:At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #internThis position will remain open until filled.