Essential Job Details

• Position Title: Client Services Assistant Internship
• Location: Nairobi, Kenya
• Employment Type: Internship
• Number of Vacancies: Not specified
• Salary: Stipend/Training-based
• Category/Department: Client Service / Operations
• Reporting To: Internship Program Manager
• Application Deadline: June 12, 2025

Introduction

This is a compelling career opportunity for individuals seeking to launch their profession in Kenya’s dynamic financial services and asset management sector. The Client Services Assistant Internship at Cytonn Asset Managers Limited offers an intensive training and mentorship program tailored for graduates and early-career professionals interested in client relations, investment operations, and financial process optimization.

The Client Services Assistant Internship is not just an entry-level opportunity — it is a launchpad into one of the country’s fastest-growing investment firms. Interns receive practical training in client support systems, CRM software, financial data handling, and strategic communication. This real-time, high-stakes exposure to operations and investor interactions is structured to produce top-tier professionals capable of managing client portfolios and delivering superior service outcomes.

Whether you aim to become a client relationship manager, portfolio associate, or operations analyst, this internship will equip you with the core knowledge and experience necessary to thrive.

About Cytonn Asset Managers Limited (CAML)

Cytonn Asset Managers Limited (CAML) is a licensed and regulated investment management firm operating under the oversight of the Capital Markets Authority (CMA) and the Retirement Benefits Authority (RBA). It also functions as a Real Estate Investment Trust (REIT) Manager.

As a subsidiary of Cytonn Investments Management Plc (CIMP), CAML delivers superior risk-adjusted investment products to a diverse clientele — from institutional investors and pension schemes to diaspora clients and high-net-worth individuals. The firm has a strong presence in Kenya, Finland, and the United States, facilitating cross-border investment and financial inclusion.

CAML’s growth and brand strength are closely tied to its robust talent development pipeline, of which the Client Services Assistant Internship is a critical part. Through this program, the organization identifies and nurtures professionals who not only understand the principles of client servicing but also embody the company’s values of innovation, transparency, and performance excellence.

Key Responsibilities

Interns in the Client Services Assistant Internship are expected to be hands-on from day one. You’ll be immersed in the client experience lifecycle — from onboarding new investors to managing ongoing communications and resolving service challenges. This role blends elements of customer support, financial data entry, operations management, and inter-departmental coordination.

Your day-to-day duties will include:

• Answering inquiries from clients across multiple channels — including email, phone, live chat, and in-person walk-ins — with speed and professionalism.
• Onboarding new clients by collecting KYC documents, validating data for compliance, and guiding them through Cytonn’s product offerings and platform interfaces.
• Following up on pending client actions (e.g., payments, documentation, confirmations) to ensure smooth investment processing.
• Documenting interactions and transactions in the customer relationship management (CRM) system with clarity and accuracy.
• Collaborating with finance teams to reconcile client accounts, flag payment delays, and communicate transaction statuses.
• Coordinating with investment advisors to ensure all client instructions are executed in a timely and compliant manner.
• Preparing summary reports and status updates for internal briefings, highlighting key client trends, feedback, or complaints.
• Participating in product briefings to stay updated on new investment instruments, interest rate movements, or changes in regulatory procedures that may impact client communication.
• Developing scripts and FAQs for common customer questions, reducing response time and improving standardization.
• Assisting in internal audits by providing requested data or supporting documentation to relevant departments.
• Improving processes by identifying inefficiencies in how clients are managed and suggesting automation or workflow enhancements.
• Supporting digital communication campaigns, such as email newsletters or onboarding messages, under supervision.
• Escalating client concerns to the appropriate supervisors when resolution is beyond your mandate, ensuring a seamless client experience.

Advanced Training Exposure

The Client Services Assistant Internship is designed to deliver high-quality mentorship, mentorship, and experiential learning over a 12-week training cycle. Interns will receive exposure in the following specialized areas:

1. Client Engagement and CRM Systems

• Learn how to manage thousands of active client records using modern CRM systems.
• Gain insight into lifecycle tracking — from lead acquisition to portfolio management and offboarding.
• Understand segmentation, client prioritization, and custom communication strategies based on profile and portfolio size.

2. Compliance and Regulatory Requirements

• Receive detailed instruction on AML/KYC compliance, data protection regulations, and financial reporting mandates.
• Learn how to maintain audit-ready records and assist with internal or external audit requests.

3. Operational Risk Management

• Get trained on identifying client data risks, payment reconciliation risks, and procedural gaps.
• Participate in incident response simulations involving service outages, miscommunication, or delayed remittances.

4. Financial Products and Portfolio Support

• Understand how fixed income, equities, REITs, and private equity portfolios function in a client-facing context.
• Assist in generating client-specific performance summaries and investment breakdowns.

5. Professional Communication and Escalation Protocols

• Learn how to frame and escalate complaints, disputes, or technical challenges across various departments.
• Practice effective written communication that upholds brand voice and client confidence.

Qualifications and Skills

To succeed in the Client Services Assistant Internship, candidates must demonstrate academic strength, a service-oriented mindset, and a willingness to learn.

Minimum Qualifications

• C+ KCSE Grade or higher with at least a Diploma in Business Administration, Finance, Customer Care, Economics, or related fields.
• Strong Microsoft Office proficiency, especially in Excel, Outlook, and PowerPoint.
• Fluency in English and Kiswahili, both written and spoken.
• Demonstrated commitment to learning and professional development, including internships or part-time roles in customer service.
• Strong interest in finance, investment services, or real estate.

Core Competencies

• Detail-oriented, especially when handling financial or personal data.
• Empathetic listener who can anticipate client needs and handle difficult interactions diplomatically.
• Process-driven thinker who seeks efficiency, clarity, and simplicity in operations.
• Time management skills with the ability to prioritize competing assignments effectively.
• Strong ethical grounding, especially in maintaining client confidentiality and data integrity.

Why Join the Client Services Assistant Internship?

There are many internships available across Kenya — but few offer the structure, mentorship, and advancement potential of the Client Services Assistant Internship at Cytonn.

Benefits include:

• Real-world experience with high-value investor accounts and regulatory-compliant operations.
• A structured training program designed to build leadership capacity in under 3 months.
• Cross-departmental exposure — work with client services, compliance, operations, finance, and business development.
• Daily interaction with investment professionals, from junior advisors to portfolio managers.
• Performance-based evaluations and feedback that build self-awareness and accelerate personal growth.
• Opportunities for absorption into full-time roles within Cytonn post-internship.
• Certificate of completion from a recognized investment and asset management institution.

How to Apply

Apply now for the Client Services Assistant Internship.

If you are passionate about client service, data integrity, and financial operations, this is your chance to grow your skill set and contribute to a top-tier investment company.

To apply:

• Prepare your CV and a tailored cover letter expressing your motivation for joining the Client Services Assistant Internship.
• Emphasize relevant coursework, any internships or volunteer roles, and proficiency in MS Office or CRM tools.
• Apply through the official Cytonn careers portal:

👉 Apply for Client Services Assistant Internship at Cytonn

Application deadline: June 12, 2025

Only shortlisted candidates will be contacted. Early submissions are encouraged.

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Client Services Assistant Internship, Cytonn Young Leadership Program, Finance Internship Kenya, Investment Client Relations Internship, Cytonn Careers 2025