CrawlJobs Logo

Client Services Intern

Mexico, San Pedro Garza García · Job Posted January 25, 2026
Apply Position
Job Link Share

Job Description

FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles. We are seeking a college student interested in learning more about the Insurance industry. This internship will focus on the day-to-day business handlings of our Client Services/Compliance department.

Job Responsibility

  • Vendor Set Up: Manage the vendor set-up process
  • Communicate with brokers and clients via email/phone calls
  • Scan invoices into the system
  • Gain skills in communication and system processes
  • Confirmation of Reinsurance: Handle the receipt, scanning, and uploading of Signed Confirmation of Reinsurance documents
  • Facilitate smoother audits by ensuring timely and accurate document management
  • Communicate with Business Administrative Manager and manage electronic filing of documents
  • Learn about the audit process and relevant regulations
  • Follow-up on AML Documents: Assist with following up on AML approvals by communicating with local clients and brokers
  • Manage a shared inbox and serve as a backup when needed
  • Learn about the AML approval process and how to organize follow-ups
  • Audit Support: Support the team by uploading necessary documents into the audit file
  • Ensure all documents are properly filed to facilitate audits
  • Familiarize with various systems and maintain effective communication

Requirements

  • Currently enrolled in a Business Administration or a similar academic program
  • Demonstrated strong knowledge of technology, including Microsoft CRM and Microsoft Office
  • Demonstrated customer support, and analytical problem-solving skills
  • Ability to work independently and as part of a team
  • Strong time management, project management, communication, and organizational skills
  • Ability to effectively prioritize multiple assigned tasks
  • Familiarity accessing/using databases to retrieve, use, and present data
  • Fluent spoken/written English

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Client Services Intern

8 matching positions

Client Services Intern

As a Client Services Intern, you will support the transformation of our clients'...
Location
Location
Netherlands , Amsterdam
Salary
Salary:
Not provided
akqa.com Logo
AKQA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • EU working rights (through EU Citizenship or Study Programme in the Netherlands)
  • Strong interest in digital and online marketing communications
  • Ability to identify opportunities to enhance a client's business under guidance
  • Burgeoning understanding of the digital landscape and customer experience
  • Strong analytical skills and ability to demonstrate impact on a project or team
  • Willingness to learn how to manage integrated and digital campaigns involving multiple stakeholders
  • Ability to support new business opportunities and present ideas clearly to internal teams
  • Positive and collaborative attitude with a passion for innovative, ground-breaking work
Job Responsibility
Job Responsibility
  • Assist collaborative partnerships with key clients to help deliver against business objectives
  • Help identify organic growth opportunities through existing client relationships
  • Support the team in framing client challenges and defining project approaches through research and deck preparation
  • Learn to effectively synthesise and communicate client requirements into clear briefings
  • Assist in orchestrating service delivery to ensure overall client satisfaction
  • Coordinate with multidisciplinary teams across various studios, disciplines, and partners
  • Support continual process improvements across AKQA's evolving service offering
What we offer
What we offer
  • Access to a diverse network of specialists across twelve European studios
  • Work in an environment which fosters a meritocratic culture and encourages ownership
  • Surrounded by some of the brightest minds in their fields
  • Fulltime
Read More
Arrow Right

Client Services Intern

As a Client Services Intern, you will support the transformation of our clients'...
Location
Location
Netherlands , Amsterdam
Salary
Salary:
Not provided
akqa.com Logo
AKQA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • EU working rights (through EU Citizenship or Study Programme in the Netherlands)
  • Strong interest in digital and online marketing communications
  • Ability to identify opportunities to enhance a client's business under guidance
  • Burgeoning understanding of the digital landscape and customer experience
  • Strong analytical skills and ability to demonstrate impact on a project or team
  • Willingness to learn how to manage integrated and digital campaigns involving multiple stakeholders
  • Ability to support new business opportunities and present ideas clearly to internal teams
  • Positive and collaborative attitude with a passion for innovative, ground-breaking work
Job Responsibility
Job Responsibility
  • Assist collaborative partnerships with key clients to help deliver against business objectives
  • Help identify organic growth opportunities through existing client relationships
  • Support the team in framing client challenges and defining project approaches through research and deck preparation
  • Learn to effectively synthesise and communicate client requirements into clear briefings
  • Assist in orchestrating service delivery to ensure overall client satisfaction
  • Coordinate with multidisciplinary teams across various studios, disciplines, and partners
  • Support continual process improvements across AKQA's evolving service offering
  • Fulltime
Read More
Arrow Right

Client Services Intern

At Brkthru, our Client Services team plays a critical role in connecting strateg...
Location
Location
Salary
Salary:
Not provided
brkthru.com Logo
Brkthru
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Currently pursuing a degree in Marketing, Advertising, Communications, Business, or a related field as a Junior or Senior
  • Ability to be available 15-20 hours per week
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Comfortable working with data and learning new digital tools
  • Eager to learn and contribute in a collaborative, client-focused environment
Job Responsibility
Job Responsibility
  • Support campaign setup by organizing creative assets, confirming details in internal systems, and help ensure everything is ready for launch
  • Assist with QA processes by reviewing campaigns, verifying creative, and confirming final details for accurate, error-free execution
  • Contribute to client reporting by helping to compile performance data, prepare reports, and identify insights
  • Collaborate with team members to streamline workflows and look for opportunities to add value to client relationships
What we offer
What we offer
  • Paid internship
  • Mentorship from experienced Client Services professionals
  • Exposure to how digital campaigns are planned, launched, and optimized
  • Experience supporting client accounts
  • Foundational understanding of how client relationships are built and maintained
  • Structured learning and a capstone project
  • Parttime
Read More
Arrow Right

Client Accounting Services Intern

Aprio invites high-potential accounting students interested in Client Accounting...
Location
Location
United States , Overland Park; Topeka
Salary
Salary:
24.00 - 33.00 USD / Hour
aprio.com Logo
Aprio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Accounting Major
  • 3.0 or higher GPA
  • Understanding and applying excel skills
  • Demonstrating exceptional verbal and written communication skills are required
  • Working effectively and personably with clients and co-workers
Job Responsibility
Job Responsibility
  • Accurately recording transaction details and preparing timely financial statements using accounting software
  • Developing schedules, reports, bank reconciliations, and annual unclaimed property filings
  • Assisting professional staff with controllership and bookkeeping services, contributing to workpapers, trial balances, depreciation schedules, and engagement correspondence
  • Resolving accounts payable issues and gathering essential data for tax return preparation, ensuring well‑maintained and organized client tax files
What we offer
What we offer
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
  • Fulltime
Read More
Arrow Right
New

Lead Account Executive Operations - Client Services

The Lead Account Executive provides essential operations support for direct conn...
Location
Location
United States , Houston
Salary
Salary:
109900.00 - 125400.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma, GED or equivalent certification
  • At least 6 years of payments industry experience within financial services
Job Responsibility
Job Responsibility
  • Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors
  • Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches
  • Supporting business development through the onboarding of new franchises, issuers, acquirers, processors
  • Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process
  • Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools
  • Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues
  • Client Engagement: This is a client-facing role requiring approximately 10% travel
What we offer
What we offer
  • Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • comprehensive, competitive, and inclusive set of health, financial and other benefits
  • Fulltime
Read More
Arrow Right
New

Client Services Assistant

Our client is looking for a Client Services Assistant with relevant experience t...
Location
Location
United States , Houston
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of experience in wealth management, financial services, or a comparable high-net-worth client service environment
  • Strong working knowledge of client service practices within advisory services or related financial settings
  • Proficiency with Microsoft Excel and experience using Salesforce to manage client or service-related information
  • Excellent written and verbal communication skills, with the ability to interact professionally across a fast-paced office environment
  • Demonstrated ability to stay organized, manage follow-through effectively, and maintain close attention to detail
  • Proven success handling multiple priorities while meeting firm deadlines and maintaining service accuracy
  • A bachelor’s degree is preferred
Job Responsibility
Job Responsibility
  • Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners
  • Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience
  • Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows
  • Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools
  • Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule
  • Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time
  • Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right
New

Trainee, Financing & Client Services – Agency and Transaction Management Team

The Trainee will join the ATM team under FCS, providing transaction management s...
Location
Location
Hong Kong , HONG KONG
Salary
Salary:
Not provided
credit-agricole.com Logo
Crédit Agricole
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Business Administration, Finance or Accountancy with less than 12 months' full-time experiences
  • 0-2 years experiences financing operations, middle office and/or financial reporting
  • Ability to deal with multi tasks and multiple deadlines, work within a dynamic and evolving environment, productively manage stress
  • Strong interpersonal, presentation and influencing skills
  • IT literate
  • Mathematically minded
  • Basic knowledge of financing activities
  • Excellent written and spoken English
Job Responsibility
Job Responsibility
  • Provide support to the ATM team in the execution and monitoring of Agency Mandates for Hong Kong
  • liaise with the Borrower, the lenders, and third parties
  • monitor the covenants and reporting obligations of the Borrower
  • assist in the handling of waivers’ requests
  • Perform transaction management functions for all ERA files, including the feeding of information in the ERA middle office tool (SMAC)
  • Support other FCS teams when needed
  • Support the development and deployment of AI-powered tools and automation solutions within the FCS/ATM team
  • Contribute to the identification of processes suitable for automation and assist in their implementation
  • Participate in the testing and roll-out of new digital tools adopted by the team
  • Stay abreast of emerging AI/automation trends relevant to the banking industry
  • Fulltime
Read More
Arrow Right
New

Client Services Associate

Location
Location
United States , Roanoke
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in client services, client support, or a similar customer-facing administrative role
  • Working knowledge of financial planning concepts and the ability to support clients in a detail-focused services environment
  • Demonstrated strength in client relations with a service-oriented and detail-focused approach
  • Experience handling administrative procedures with accuracy, discretion, and strong organizational skills
  • Proficiency using CRM systems to track client activity, maintain records, and manage follow-up tasks
  • Strong written and verbal communication skills with the ability to prepare detail-focused client-facing materials
  • Must have Series 7/ 66 licenses
Job Responsibility
Job Responsibility
  • Guide new clients through onboarding steps, ensuring documentation is complete and expectations are clearly communicated
  • Keep client files, account details, and related records accurate, current, and well organized
  • Assist with compliance-related tasks by monitoring documentation requirements and supporting adherence to internal standards
  • Prepare meeting packets, reports, and supporting materials for upcoming client appointments
  • Serve as a dependable point of contact for client service requests, follow-ups, and routine account-related questions
  • Identify workflow gaps and recommend practical improvements that enhance service quality and team efficiency
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right