Client Service Intern
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Key skills for this role
About the Role
The Family Office Company is seeking a Client Service Intern in Riyadh to assist with client inquiries, documentation, scheduling, data management, and research. Ideal for students or recent graduates in Business, Finance, or Marketing with strong communication and organizational skills.
Key Skills for This Role
Responsibilities
- Assist in responding to client inquiries via email, phone, or meetings
- Help prepare client reports, presentations, and service updates
- Support scheduling of client meetings and follow ups
- Maintain accurate records of client interactions in CRM systems
- Monitor client requests and ensure timely resolution
- Conduct market or industry research to support client discussions
Requirements
- Currently pursuing or recently completed a Bachelor’s/Master’s degree in Business Administration, Finance, Marketing, or a related field
- Strong interpersonal and communication skills
- Detail oriented with good organizational abilities
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Interest in client relationship management and customer service excellence
Full Job Posting
Responsibilities
- Assist in responding to client inquiries via email, phone, or meetings.
- Documentation support: Help prepare client reports, presentations, and service updates.
- Coordination: Support scheduling of client meetings and follow‑ups.
- Data management: Maintain accurate records of client interactions in CRM systems.
- Issue tracking: Monitor client requests and ensure timely resolution.
- Research: Conduct market or industry research to support client discussions.
Qualifications
- Currently pursuing or recently completed a Bachelor’s/Master’s degree in Business Administration, Finance, Marketing, or a related field.
- Strong interpersonal and communication skills.
- Detail‑oriented with good organizational abilities.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Interest in client relationship management and customer service excellence.
About The Family Office
- The Family Office is an independent wealth management firm offering customized investment solutions in alternative asset classes, including private equity, private debt, and real estate.
- Serving high net worth individuals and families, we provide tailored strategies to address unique financial needs with a focus on transparency, diversification, and long term value.
- With a commitment to excellence and decades of expertise, The Family Office helps clients preserve and grow their wealth across generations.
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