Entry Level Customer Success Opportunity
This entry-level Customer Success opportunity at Confidential Client offers young adults intensive job training in customer experience and banking, combined with internships at leading financial institutions. The role focuses on developing technical, professional, and communication skills to prepare participants for careers in financial advisory, sales, product support, and analytics. Participants receive personalized coaching, an educational stipend, and job placement support to successfully launch their professional careers.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Human Resources & Workforce Development.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role Overview
This entry-level Customer Success / Customer Experience training opportunity in Santa Clara, CA is a contract training program designed to launch careers in customer-facing and financial services roles. The program combines instructor-led training, hands-on project work, and an internship placement with partner employers. Successful participants receive an educational stipend during the internship phase.
- Location: Santa Clara, CA
- Type: Contract
- Estimated pay (training / starting average for graduates): $57,549 per year — estimated
- Internship stipend (during internship phase): $525 per week (educational stipend)
What You’ll Do
This program is for candidates eager to build customer-facing skills and learn the fundamentals of customer experience in a financial services context. As a participant you will:
- Complete classroom and virtual training in customer experience, product/service knowledge, and basic finance concepts
- Practice professional communication, business etiquette, interviewing, and networking skills
- Participate in simulations and real-world customer scenarios to develop a customer-centric mindset
- Be eligible for internship placements with partner employers in the Bay Area during the program
- Receive coaching, resume support, and job placement assistance to transition into full-time roles after program completion
Who Should Apply / Eligibility
You may apply if you meet the program eligibility criteria:
- High school diploma or GED (no bachelor’s degree required)
- Authorized to work in the U.S.
- Available Monday–Friday for the duration of the program
- Highly motivated to learn technical and professional skills
- May be asked to complete additional screening questions during the application process
What You’ll Gain
Participants who complete the program typically gain:
- Product and service knowledge applicable to customer-facing roles
- Customer-centric problem solving and communication skills
- Foundational finance training and exposure to banking-related workflows
- Interviewing, networking, and resume-building support
- Access to internship placements and ongoing job placement assistance
- A tangible stipend during the internship phase ($525/week) to support learning
Career paths graduates often pursue include financial advisory support, sales specialist roles, product support, and sales operations/analytics.
Required Attributes & Preferred Skills
This program is designed as an entry-level pathway. Candidates should demonstrate:
- Strong motivation and coachability
- Interest in customer experience, service, or financial services
- Good verbal and written communication skills
- Reliability and availability for the full program schedule
No prior degree beyond a high school diploma/GED is required. This program is suitable for career changers and recent high-school graduates seeking vocational training and internship experience.
Logistics & Additional Details
- This is a contracted training program with internship placements in the California Bay Area (locations may include nearby cities).
- Program includes in-classroom instruction, project work, and a supervised internship placement with partner employers.
- Compensation during internships: educational stipend of $525 per week; estimated graduate starting salary cited by prior cohorts is approximately $57,549 per year.
- Confidential Client (via Careertakes) will manage hiring decisions; the program may require additional screening steps.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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