Client Services Intern

Objectives:

To support the Customer Success team in managing customer information, preparing reports, coordinating meetings, tracking follow-up actions, and performing routine administrative tasks. The intern will gain practical exposure to customer relationship management, customer success operations, and business processes while helping ensure accurate records, timely follow-ups, and smooth day-to-day team operations.

Responsibilities:

Customer Information & Records Management

• Update and maintain accurate customer information, databases, and tracking records.

• Assist in organising and maintaining customer-related documents and files.

• Ensure customer records are kept up to date and properly documented.

• Support the team in monitoring customer information and account-related updates.

Reporting & Data Management

• Prepare basic customer usage reports, tracking sheets, and summaries using Microsoft Excel or other relevant tools.

• Assist in compiling customer data and operational information for internal reporting.

• Verify the accuracy and completeness of data before submitting reports.

• Update reporting trackers and spreadsheets as required.

Meeting Coordination & Follow-Up

• Assist in scheduling customer meetings, including coordinating calendars and meeting arrangements.

Prepare meeting agendas and relevant materials when required.

• Take meeting minutes and document key discussion points, decisions, and action items.

• Maintain and update follow-up action lists to help ensure outstanding tasks are tracked.

• Send meeting reminders and follow-up communications when necessary.

Customer Success Administrative Support

• Assist the Customer Success team with routine emails, documentation, and administrative tasks.

• Support the preparation of customer-related materials, presentations, and documents.

• Help track customer requests, feedback, and follow-up items for the team’s reference.

• Provide general coordination support to facilitate the team’s daily activities.

• Perform other ad hoc duties related to Customer Success as assigned by the supervisor.

Data Confidentiality & Documentation

• Handle customer information and business records responsibly and maintain confidentiality.

• Ensure customer-related documents and records are organised and accessible to authorised personnel.

• Follow the company's policies, procedures, and data-handling requirements.

Requirements:

• Currently pursuing a Diploma or Bachelor's Degree in Business Administration, Business Management, Marketing, Communications, Public Relations, Information Systems, Office Management, Operations Management, or any other related field.

• Basic proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.

• Good written and verbal communication skills, with strong organisational and time management abilities.

• Detail-oriented, proactive, and willing to learn, with the ability to work independently and collaboratively.

• Able to handle customer information responsibly and maintain confidentiality.

• Able to commit at least 6 months.

• • Final semester students who wish to continue working after internship are highly encouraged to apply.