Your browser cookies must be enabled in order to apply for this job. Please contact if you need further instruction on how to do that.

Account Management / Customer Satisfaction Intern

Customer Support | Boston, MA | Part Time

Job Description

Company Summary

Blueleaf is a startup that's changing the financial services industry by creating unprecedented transparency and automation to simplify the way that people and financial advisors manage money. We help financial advisory firms automate the process of managing client assets allowing them to serve more people well. Our ultimate goal is ambitious: we want to transform financial services the way Amazon transformed retail sales and Google transformed advertising.

We are a seed funded startup backed by investors who funded, Dropbox, Bank Simple, and FX Exchange. 

Job Summary

Want to know what it's really like to work for a startup? Blueleaf is looking for smart, high-energy Interns to join our growing account management and customer satisfaction team. As an Account Management intern you'll help our customers get the most from their Blueleaf experience. In this customer facing role, you'll become an expert in the Blueleaf platform and teach financial advisors how to get the most from it. You'll also be a problem solver and a key first responder when our customers face bumps in the road. Our business is growing rapidly, adding millions of dollars to our platform every day and we need to ensure that we’re delivering the very best possible experience.

This is a paid internship. Interns should be available to work 15-20 hours per week during the school semester, for at least a year. The end date for the internship is flexible thereafter.

About You

Minimum Requirements:

  • Current Sophmore or better working towards completing a Bachelor’s degree

  • You are a bright, high-energy, detail oriented person

  • You have fantastic written and verbal communication skills as well as great problem solving instincts
  • Comfortable with technology, and able to learn new systems within a short time
  • Major in finance or business preferred

  • You have an interest in or knowledge of the financial advisory business
  • Must demonstrate strong organizational skills and ability to work on multiple projects simultaneously

  • You'll be able to work out of our Boston, MA office (near South Station) during training and occasionally thereafter

To Apply: Send us your resume with a short introduction telling us the accomplishment that you’re most proud of. (And anything else you think we should know.)