Client Experience Internship (f/m/d)
Upvest
About this role
The Client Experience Internship at Upvest involves providing exceptional support to B2B clients in the fintech space, primarily through effective communication channels such as email, Slack, and phone. The intern will assist clients with operational and administrative issues, proactively inform them about service-related events, and contribute to continuous improvement by maintaining service levels and building strong client relationships. The role requires collaboration with internal teams to resolve client requests and enhance the overall client experience within a dynamic and fast-growing environment.
Skills
Qualifications
About Upvest
upvest.coUpvest is a leading investment API platform that enables businesses to create customized investment experiences for their users. It offers a wide range of solutions, including fractional investing in stocks and ETFs, automated saving plans, and crypto asset custody. With a focus on scalability and modularity, Upvest empowers companies to provide efficient and seamless investments across various asset classes, catering to their users’ unique financial needs. Organizations partner with Upvest to leverage its advanced technology and robust infrastructure, ensuring they can deliver high-quality investment services efficiently.
Recent company news
IG Brings Stock Trading to France Through Upvest Deal
Nov 18, 2025
Webull UK Partners With Upvest for £1 Fractional Shares and ETFs Trading
Jun 10, 2025
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Nov 3, 2025
Salt Bank Partners with Upvest to Launch Integrated Securities Trading
Oct 19, 2025
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About Upvest
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Upvest.
Salary
$33k – $47k
per year