Client Associate

The Client Associate will work closely with the firm’s principals to assist in virtually all aspects of the business. The position will allow the intern to accumulate a deep understanding of the financial services industry and gain extensive technical skills. Interns are also expected to lead and manage their own projects as needs arise in the business.



The Client Associate interns will gain hands-on experience in the following areas:
  • Client services
  • Portfolio analysis and research
  • Accounting standards
  • Social media to connect with clients and prospects
  • Database management

Qualifications and education requirements:
  • Proficient in Microsoft Office software (Word, Excel, Access, and Power Point)
  • Detail-oriented with strong organizational skills
  • Ability to manage multiple projects, prioritize, and meet deadlines
  • Strong interpersonal skills and professional demeanor
  • Excellent communication skills, both verbal and written
  • Ability to work well in a team environment that promotes inclusiveness and communication among team members


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Infinity Financial Services
212 9th Street, Suite 202
Oakland, CA 94607

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