Summer Intern, Operations (Client Support Services)

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

We are seeking a proactive and customer-focused Summer Operations (Client Support Services) Intern to join our team. This opportunity offers hands-on experience in supporting client service operations and ensuring smooth delivery of solutions in a fast-paced environment. You’ll work closely with experienced professionals to assist with process improvements, resolve client inquiries, and contribute to initiatives that enhance service quality and operational efficiency. This role will help develop strong communication, organizational, and problem-solving skills while gaining exposure to client relationship management and operational best practices.

Duties and Responsibilities of the Intern, Operations (Client Support Services)

• 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.
  
  
  

Skills and Experience of the Intern, Operations (Client Support Services)

• 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.
  
  
  

Details

• Pay for this position with be $25/hour
• The intern will be located in our Cary, NC office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocati o n assistan ce will not be offered.
• The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026
• 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 and be eligible to work in the US.