Client Service & Operations Intern
About The Position
Join Axos Bank’s immersive 12-week Summer Internship Program to gain hands-on experience, contribute to enterprise initiatives, and develop professional skills in a fast-paced, technology-driven financial environment. In addition to day-to-day duties, interns take part in a capstone project, sessions with business leaders, financial literacy training courses, Corporate Finance Institute trainings, and a volunteer day. Interns choose between two sessions: May 25–August 13 or June 14–September 3. The Client Service & Operations Intern assists with client onboarding and administrative and operational tasks, and contributes to strategic planning efforts. The intern leverages AI tools to reduce manual processes and helps create learning tools and resources that support associates. The role focuses on faster client issue resolution and greater associate empowerment. The intern works closely with the leadership team and associates across business areas to identify challenges and outline potential solutions. It is suited to individuals interested in learning how banking operations function across departments and gaining exposure to business strategy in action.
Responsibilities
- Assist with onboarding new client accounts, ensuring accurate data entry and documentation.
- Support day-to-day business operations, including updating internal systems, tracking project progress, and maintaining records.
- Participate in team meetings and contribute to discussions about business goals and process improvements.
- Help prepare reports, summaries, and presentations for internal stakeholders.
- Collaborate with cross-functional teams to support strategic initiatives and special projects.
- Perform quality checks and ensure compliance with internal procedures.
- Use AI tools to reduce manual processes and help create learning tools and resources for associates.
- Work with leadership and associates across business areas to identify challenges and outline potential solutions.
Benefits
- Sick leave
- 401(k) retirement saving plan with employer match program
- Free access to self-directed trading
- Networking with executives
- Corporate Finance Institute courses
- Access to an onsite gym for San Diego interns; within walking distance of UTC
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
