Client Solutions Internship - Boston, Summer 2027
Core
Interns support client-facing teams by assisting with day-to-day client projects, new user trainings, and strategic initiatives while learning the service model through shadowing and mock demos.
Role type
Client Solutions Intern
Builds
Client support initiatives and strategic projects for financial professionals
Domain
Financial data and analytics / Investment services
Deliverable
client delivery
Required skills
Client-centric mindset, Verbal and written communication, Analytical and problem-solving, Relationship building, Microsoft Office (Excel), Technology adaptability
Responsibilities
Participate in account shadowing to learn client-facing teams and service models, Assist account teams with day-to-day client projects and new user trainings, Observe Global Sales and Client Solutions professionals during consultations, Engage in learning activities and mock demos, Complete large-scale independent projects and present findings to senior management