pcm
Intern, Private Client Service
Calgary, Alberta, Canada · Intern · Internship
Sponsorship not specified$40k-$50kDetected 16 days ago
SalesforceCRMExcelAuditingCommunicationTime ManagementMicrosoft Office
About the role
- CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Calgary-based Private Client Services Team for a 4-month term from September to December 2026.
- A dynamic, fast-paced work environment where opportunities for learning and growth are abound.
- You will be a member of a collaborative and client-focused team.
Responsibilities
- Perform data reconciliation, data entry, auditing and compliance for our client portfolios
- Populate and maintain client data in our internal CRM (Salesforce)
- Create reports on behalf of our clients via our internal CRM (APX and Salesforce)
- Provide ad hoc support to our associate and Wealth Advisor teams as needed
- This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and experience the Wealth Management cycle first-hand.
Requirements
- The Private Client Intern position is geared toward students either in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics.
- At least one previous internship experience in the area or Finance, Asset Management and/or Investment Management
- Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude
- Strong organizational and time management skills, the ability to multi-task and work autonomously
- Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat
Compensation
- The target salary range for this position is $40,000-$50,000 per year.
This listing is sourced directly from pcm's careers page and normalized into a canonical job model.