Client Services Call Center Assistant Internship

Role Overview

This role supports clients throughout their day-to-day interactions, responding to enquiries, helping resolve concerns, and maintaining accurate account information. It also contributes to reliable transaction processing, effective internal controls, and clear reporting so teams can make informed decisions and deliver a consistent client experience.

Key Responsibilities

• Respond to client calls and written enquiries, identify service improvements, and help resolve complaints promptly and professionally.
• Maintain complete, accurate client records and contact details, following applicable KYC requirements and data-handling procedures.
• Prepare for internal and external client meetings, support their coordination, and follow up on outcomes and effectiveness.
• Work across business units to coordinate client service and provide a joined-up response to client needs.
• Enter client contributions, withdrawals, corporate actions, and other transactions into company databases, attaching relevant supporting documents and checking data accuracy.
• Follow established financial security and control procedures, and suggest practical improvements to internal controls where appropriate.
• Help improve departmental communication and efficiency by supporting automation and enhancements to internal systems.
• Prepare daily, weekly, and monthly management reports, and take on other duties as assigned.

Requirements & Qualifications

• High school qualification with a minimum grade of C, plus a diploma in Business Administration, Project Management, Procurement, Systems Support, or another relevant business discipline.
• Working knowledge of Microsoft Word, PowerPoint, and Excel.
• Strong attention to detail and accuracy, with the confidence to ask questions and understand the purpose and implications of requested actions.
• Good communication and relationship-building skills, particularly when dealing with client enquiries and concerns.
• A positive, adaptable approach to varied duties, including working extended hours with minimal supervision.
• Availability to work day and night shifts.