Marketing and Client Service Internship

Program Overview

SpirePoint Private Client is offering a hands-on paid internship opportunity for students interested in careers in marketing, finance, and client relationship management. Interns will gain meaningful experience working alongside senior team members on real projects, helping to support both client service initiatives and marketing efforts.

Key Areas of Experience

Marketing

• Assist in the creation of client-facing marketing materials (e.g., newsletters, social media posts)
• Support website and social media updates with new content
• Conduct market research on wealth management trends
• Assist in the creation and editing of in-house informational videos

Client Service

• Assist with client onboarding documents and follow-up communications
• Prepare client meeting materials and assist with administrative tasks
• Help update and maintain CRM system (client relationship management)
• Support scheduling and coordination of client calls, meetings, and events

Finance Exposure

• Observe investment and wealth planning meetings (as appropriate)
• Learn basic portfolio management and reporting concepts
• Assist in preparing internal reports and client summaries

Ideal Candidate Profile

• Strong interest in marketing, finance, and/or client relations
• Excellent communication and writing skills
• Proactive, detail-oriented, and organized
• Comfortable using Microsoft Office (Word, Excel, PowerPoint) and willing to learn CRM tools
• Professional demeanor and ability to handle confidential information
• Adobe Photoshop skills preferred

SpirePoint Private Client LLC is a registered investment advisor with the U.S. Securities and Exchange Commission ("SEC").