Summer Internship 2026 – Client Service Executive Intern

Company: Cooper & Hall Limited
Apply for the Summer Internship 2026 – Client Service Executive Intern
Location: London
Job Description:

Join us for a 10-week internship from 1 July to 4 September 2026 and spend your summer discovering the opportunities and challenges of the wealth management industry.

As a student, this internship is a chance to explore your interests, develop new skills, and gain hands‑on experience working alongside experienced professionals on real projects. Our programme includes various learning sessions as well as networking opportunities.

YOUR TEAM

JBI’s Client Service Executive (CSE) function sits within the Client Experience team and acts as the Relationship Manager’s representative in delivering high‑quality client service and support.

As an intern, you will be aligned to a Client Experience Manager, who oversees the pod’s workflow. You will play an active role in supporting the CSEs with account onboarding and AML trigger events, and gain exposure to a range of individuals and functions across the organisation.

YOUR CHALLENGE

What to work on:

  • Attend key meetings, including Private Clients team meetings, Client Experience Team meetings, and weekly pod calls.
  • Receive training and execute on some of the pod’s shared tasks across account onboarding cases and client information change requests.
  • Perform a range of administrative tasks to support smooth pod operations.
  • Contribute to a team project over the course of the internship with your fellow interns such as a process improvement or identifying efficiency opportunities using JAI or Copilot. The project should include investigation, documentation, and presenting of recommendations.

What to learn:

  • Develop essential soft skills for client interaction through sessions with our Learning & Development team.
  • Gain an understanding of how a pure‑play wealth manager operates within the UK private banking landscape.
  • Learn about the different roles and functions within JBI, with a particular focus on the Client Service Executive role and how we deliver exceptional client service.
  • Build knowledge of key client service tasks and processes that support the smooth running of client relationships.

YOUR PROFILE

  • Bachelor student from 2nd year onwards or enrolled Master student in the field of Finance, Accounting, Economics, Business Administration, or a related field.
  • Passion for wealth management and a desire to create value beyond wealth.
  • A global mindset, excellent interpersonal skills, and a strong appetite for learning.
  • Fluency in English.
  • Registered in the country of application with a valid work permit.

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Posted: April 18th, 2026