Client Services Intern

Posted a month ago
Main Location
Atlanta, GA, United States
Open jobs

FinTech is a fast-paced, rapidly growing, and engaging space. Jemstep is a market-leading FinTech provider of digital advice solutions to investment advisory firms including banks, broker dealers, and independent advisors. Our Advisor Pro solution enables firms and their advisors to connect with investors digitally, delivering investment advice to help them achieve their financial goals. We are helping banks and financial advisors transform their business, making it more efficient for firms to serve their clients and onboard new ones. While most “robo” advice solutions in market have been designed to replace advisors, our solution is designed to help advisors by extending their reach and enriching their clients’ experience. We firmly stand behind our platform’s flexibility, ease of integration and adoption, and value in delivering measurable results with a full suite of technology solutions.

In this position, you’ll be joining a high-growth company brimming with intelligent people, optimism, collaboration, and passion for progress, with ties to Invesco, a globally recognized and established asset management firm with a long history of success. Invesco has presence in over 25 countries and Jemstep has offices throughout the United States, South Africa, and India. As we further our mission and expand our presence and position, we’re seeking individuals of demonstrable success, with energetic, motivating personalities to join our team.


Job Purpose (Job Summary):
The Client Services Intern is responsible for assisting with large scale client projects that include multiple facets of work such as digital implementation, marketing, customer support and project management. The Client Services Intern will work closely with the implementation and customer support team to manage project lifecylces, deliverables and client communications.


Key Responsibilities / Duties:

  • Assisst with project planning and execution tasks within various client implementations
  • Support in organization, deliverable assignment, documentation, and user training creation
  • Support the Director of Digital Implementation Services in developing standard implementation artifacts and client facing materials, such as client facing presentations and prototypes
  • Assist in building methods to monitor and evolve customer servicing within the team
  • Support opportunities to improve process, quality, team member engagement and efficiency
  • Assist the customer support team in monitoring client cases, resolution identification and response
  • Gather requirements and analysis for various services initiatives that focus on elevating client experience and communication
  • Assist the implementation team in the creation and organization of JIRA tickets for development and parternship with product and engineering
  • Identify opportunities for continuous improvement through change and implementing best practice standards

Work Experience / Knowledge:

  • Knowledge of Salesforce FSC, with relevant experience, highly desirable
  • Familiarity with JIRA and project management software preferred

Skills / Other Personal Attributes Required:

  • Proven ability to identify and respond to customer needs and build relationships at all levels will be essential
  • Ability to manage multiple deadlines and priorities
  • Outstanding verbal, written communication skills, and commitment to providing an excellent client experience is essentia
  • Knowledge of implementation, technical program and/or project management experience in infrastructure, software, or data services (SaaS experience) is highly desirable
  • Strong quantitative skills, strong powers of analysis and attention to detail
  • Experience with Salesforce, Splunk and Jira is a plus

Formal Education: (minimum requirement to perform job duties)

  • Pursuing a Bachelor’s of Science in business, customer relations, or technology related field preferred

Working Conditions:

  • Normal office environment with little exposure to noise, dust and temperatures
  • The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary
  • Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment

FLSA (US Only): Nonexempt


The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.


Mission
We're a community of women leveraging our connections into top companies to help underrepresented women get the roles they've always deserved. Simultaneously, we work to build truly inclusive hiring processes and environments where women can thrive and not just survive.
Are you hiring? Join our platform for diversifiying your team
Client Services Intern
Invesco, Ltd.