Summer Intern, Operations (Client Support Services) jobs in United States
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BetaNXT ยท 1 day ago

Summer Intern, Operations (Client Support Services)

BetaNXT is a leading provider of wealth management infrastructure and data solutions. They are seeking a proactive and customer-focused Summer Operations Intern to support client service operations, resolve client inquiries, and contribute to process improvements in a fast-paced environment.

FinanceOutsourcingWealth Management
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Responsibilities

Respond to client inquiries and requests, serving as the first point of contact for support issues
Ensure timely and accurate solution of routine client issues, escalating complex problems to senior team members as needed
Maintain accurate records of client interactions and transactions for compliance and reporting purposes
Provide basic technical assistance and troubleshooting for client-facing systems
Collaborate with team members to ensure efficient workflow and knowledge sharing
Participate in incident and problem management processes, supporting recovery and client communication efforts
Assist in documenting client support activities and generating reports for management review
Engage in training and development opportunities to enhance service delivery and technical skills

Qualification

Technical troubleshootingCommunication skillsProblem-solving skillsOrganizational skillsAttention to detailTeam collaborationContinuous learning

Required

Currently pursuing a degree in Business, Operations, Information Technology, or a related field
Excellent communication and interpersonal skills
Strong problem-solving and analytical abilities
Attention to detail and ability to maintain accurate records
Basic technical knowledge and troubleshooting skills
Ability to escalate issues appropriately and work collaboratively within a team
Organizational skills and ability to multi-task in a fast-paced environment
Commitment to continuous learning and process improvement
Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3
Must be eligible to work in the US

Company

BetaNXT

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BetaNXT is a wealth management company that provides frictionless wealth management enterprise solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Robert Santella
Chief Executive Officer
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Stephen Daffron
Executive Chairman
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Company data provided by crunchbase