Client Service Operations Intern - Remote

Overview

The Client Service Operations Intern will gain hands-on experience in the financial services industry, supporting the client service operations team with tasks related to client account maintenance, data analysis, and administrative support.

In Short

• Support client account maintenance and data entry tasks.
• Resolve outstanding tasks in CRM systems.
• Process requests for system access for internal users.
• Compile KPI metrics and manage data sets in Excel.
• Conduct data analysis on client accounts and assets.
• Prepare documents and organize client files.
• Communicate via email and phone.
• Participate in ad hoc projects related to Project Daybreak.
• Gain practical knowledge in financial operations.
• Develop expertise in data reporting and dashboards.

Requirements

• Pursuing a bachelor’s degree in finance, accounting, or economics.
• Students between their junior and senior years preferred.
• Well-developed written and verbal communication skills.
• Detail-oriented and highly organized.
• Proficient with Microsoft Office Suite or related software.

Benefits

• Training and professional development opportunities.
• Wellness programs and resources.
• Worker's compensation.