INTERN - CLIENT ADVISORY SERVICES (CAS) jobs in United States
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360T · 1 month ago

INTERN - CLIENT ADVISORY SERVICES (CAS)

360T is one of the globally leading trading platforms for Foreign Exchange (FX), providing a web-based trading technology for over-the-counter instruments. As a Client Advisory Services Intern, you will support the onboarding of new clients, contribute to the development of automated tools, and assist in generating customized client reports, gaining valuable exposure to client relationships in the financial market.

Asset ManagementBankingFinanceFinancial ExchangesFinancial ServicesFinTechForeign Exchange TradingTrading Platform

Responsibilities

Support the onboarding of new clients by coordinating setup activities and ensuring a smooth transition to the 360T platform
Contribute to the development and implementation of automated tools aimed at enhancing client support and operational efficiency
Acquire and apply in-depth knowledge of 360T trading applications to effectively address client trading-related inquiries
Assist in the generation of customized, on-demand client reports by compiling and analyzing relevant trading data
Participate in the optimization of post-trade client processes to improve accuracy, reduce manual intervention, and enhance overall client satisfaction

Qualification

360T trading applicationsClient support toolsData analysisOrganizational skillsCommunication skillsTeam player

Required

Currently pursuing or holding a Bachelor's degree in a relevant field
Available for a minimum internship duration of 2 months
Detail-oriented and conscientious in delivering high-quality work
Highly motivated, entrepreneurial mindset, and a strong team player
Excellent organizational skills and a proactive, self-driven work ethic
Strong verbal and written communication skills in English

Company

360T is the leading global provider of web-based trading technology.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2015-07-26Acquired
2012-02-16Private Equity
2009-10-01Private Equity

Leadership Team

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Matt O'Hara
CEO, Americas
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Company data provided by crunchbase