Client Services Intern at R&T Deposit Solutions in New York, NY

Summary: R&T Deposit Solutions is a financial technology company based in New York City, recognized for its leadership in insured deposit programs. The Client Services Intern will gain hands-on experience in client support and process improvement, working closely with the Client Services team to enhance operational efficiency and service delivery. Responsibilities: - Support day-to-day client services activities, including responding to inquiries, tracking requests, and assisting with issue resolution - Assist with process improvement projects, identifying opportunities to streamline workflows and enhance efficiency - Conduct client experience research, gathering insights to optimize service delivery and customer interactions - Organize and update client documentation, including FAQs, internal knowledge bases, and onboarding materials - Shadow client support and implementation team members to gain insight into client onboarding, training, and support workflows - Contribute to reporting and data analysis, helping track key performance metrics for client services - Collaborate with cross-functional teams, including Product, IT, and Sales, to ensure alignment on client needs - Assist in testing and feedback collection for client self-service tools and automation initiatives Required Qualifications: - Currently pursuing a Bachelor's degree in Business, Finance, Communications, or a related field with a GPA of 3.0 or higher - Strong analytical and problem-solving skills, with a keen attention to detail - Excellent written and verbal communication skills - Proficiency in Microsoft Excel, PowerPoint, and other productivity tools - Interest in financial technology, client services, and process improvement - Ability to work collaboratively in a fast-paced environment Preferred Qualifications: - Prior experience in customer service, financial services, or project management Required Skills: Analytical skills, Microsoft Excel, Microsoft PowerPoint Important Skills: Client services, Process improvement Nice-to-Have Skills: Customer service, Interest in fintech, Project management Benefits: Hands-on experience in client services within the FinTech industry, Mentorship and guidance from experienced professionals, Networking opportunities with industry leaders and professionals, Opportunity to work at a fast-growing, private equity-backed company