Client Operations Intern
Core
Internship program for undergraduate students to learn the basics of the financial services industry, specifically Personal Financial Solutions and Client Operations.
Role type
Client Operations Intern
Builds
Internal knowledge of direct-to-consumer finance and client operations processes
Domain
Financial Services / Asset Management
Deliverable
Dashboards & analysis (learning/training context)
Required skills
Problem-solving, research skills, collaboration, client-facing interaction
Preferred skills
Junior or Senior Undergraduate status, full-time enrollment in a related field
Responsibilities
Complete a robust training program, engage with business partners, facilitate positive client interactions, attend team meetings, support a team environment
Seniority
Intern
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