Client Servicing Intern

Company Description

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Role Description

This is an internship role for a Client Servicing Intern, and it is a remote position. The Client Servicing Intern will be responsible for assisting with client communication and ensuring customer satisfaction. Daily tasks may include managing client inquiries, providing customer service support, and documenting client feedback. The intern will also have the opportunity to learn about finance-related aspects of client servicing.

Qualifications

• Client Services and Customer Service skills

 Coordinate and schedule client meetings and sessions

• * Manage and update CRM systems and internal data
• Strong Communication skills for interacting with clients
• Focus on Customer Satisfaction
• Basic understanding of Finance
• Excellent organizational and time management skills
• Ability to work independently and remotely
• Currently pursuing or recently completed a degree in Business, Finance, Communications, or a related field