Private Client Group Intern (Summer 2027)

Job Description Summary:

Program Dates: June 8 August 13 2027 (10 weeks)

SCS Focus Partners Family Office and OCIO is seeking interested students for its Private Client Group (PCG) Summer Internship. This internship will provide students with the opportunity to learn and participate in all facets of the wealth management industry working directly with our advisors to help support our clients. We are seeking candidates who are well-organized energetic and team oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service professionalism and confidentiality. Furthermore this person must be able to efficiently prioritize tasks and consistently meet deadlines.

SCS is a fiduciary wealth and investment management firm that manages over $60bn in assets for some of the worlds most ambitious wealth creators. Read more about SCS below.

The Focus internship program combines meaningful work experience with onboarding and training mentorship executive speaker sessions firmwide networking social and community engagement opportunities formal performance feedback and priority consideration for a full-time Client Advisor role based on performance and business needs.

Interns in this position will work on-site 5 days per week.

Job Description:

Primary Responsibilities

Interns will be responsible for assisting senior team members in implementing and maintaining clients investment and strategic plans. This may include:

• Preparing client meeting presentations

• Preparing/reviewing/confirming trading and other investment activity

• Operational account administration

• Monitoring portfolios against asset allocation targets

• Working on ad-hoc projects

• Coordinating with accountants and estate attorneys

• Assisting with real-time client inquiries and requests as they arrive

Interns will also have opportunities to shadow senior members of the Private Client Group throughout the summer and listen in on external conversations including calls and meetings with accountants attorneys and business managers. The internship will include educational sessions with the senior leadership team and opportunities to receive informal mentoring and insight from leaders in wealth management.

Qualifications

• Currently pursuing a bachelors or masters degree in finance economics business or a related field

• Expected graduation date between December 2027 and Spring 2028

• Preferred GPA of 3.5

• Aptitude for learning complex financial and investment concepts

• Excellent verbal and written communication skills

• Strong attention to detail and ability to follow through on projects effectively

• Proficiency in MS Office (Outlook PowerPoint Excel OneNote Teams SharePoint)

• Ability to work and commute out of SCSs Atlanta office

• Team-oriented mindset and propensity for partnership and collaboration

• Candidates must have permanent authorization to work in the U.S.

• Ability to complete required assessments and a digital video interview as part of the application process

This is a non-exempt position. The base pay for this role is expected to be $25/hr. Actual base pay may vary based on factors including but not limited to experience subject matter expertise work location and the applicants skill set.

SCS Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the worlds most ambitious wealth creatorsultrahighnetworth individuals families and institutions. SCS exists to transform wealth into possibility helping its clients protect and amplify their capital align it with their purpose and build multigenerational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multiasset class portfolio management access to private investments holistic wealth and estate planning nextgeneration education and purposedriven advisory. SCS is supported by a modern scalable technology infrastructure that enhances its ability to deliver a seamless proactive whiteglove client experience.

SCS is part of Focus a leading financial services firm comprised of wealth management family office and business management services. Learn more at or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company onLinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

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For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.