Job Ref. No: JAML079
Position: Intern – Client Services
Jubilee Insurance was established in August 1937 as the first locally incorporated insurance company based in Mombasa. Jubilee Insurance has expanded across the region to become the largest composite insurer in East Africa, offering Life, Pensions, General, and Medical Insurance.
Today, Jubilee serves over 450,000 clients and operates a network of offices in Kenya, Uganda, Tanzania, Burundi, and Mauritius. It is the only ISO-certified insurance group listed on all three East African stock exchanges – Nairobi Securities Exchange (NSE), Dar es Salaam Stock Exchange, and Uganda Securities Exchange. The company is highly rated for leadership, quality, and risk management, with AA- ratings in Kenya and Uganda, and an A+ rating in Tanzania.
For more information, visit: www.JubileeInsurance.com
Jubilee Asset Management Limited (JAML), a wholly owned subsidiary of Jubilee Holdings Limited, focuses on fund management and investment advisory services for both retail and institutional clients. JAML is licensed and regulated by the Capital Markets Authority (CMA) and the Retirement Benefits Authority (RBA).
JAML is seeking to recruit an Intern – Client Services, who will report to the Manager – Fund Services and will be based at the Head Office in Nairobi.
Role Purpose
The Intern – Client Services will provide operational and administrative support in onboarding new clients. The role involves assisting with documentation, KYC checks, data entry, and ensuring accurate record-keeping.
This is an excellent opportunity for a motivated individual looking to build a career in client services within the financial services industry.
Main Responsibilities
Operational
- Assist in managing the onboarding process for new clients, including account opening, KYC verification, and documentation
- Ensure accurate and timely data entry into client management systems
- Liaise with compliance, operations, and relationship management teams to ensure smooth onboarding
- Monitor client account setup progress and resolve delays or issues
- Maintain up-to-date records in line with internal policies and regulatory requirements
Strategy
- Support initiatives to streamline and improve the client onboarding process
- Provide feedback on client needs and service gaps to enhance efficiency
- Contribute to the implementation of digital onboarding solutions
Corporate Governance
- Ensure compliance with regulatory guidelines, AML/KYC requirements, and company policies
- Support internal and external audits with accurate onboarding records
- Identify and escalate potential risks in onboarding processes
People and Culture
- Collaborate with teams to deliver excellent client service
- Promote a client-centric culture aligned with Jubilee values
- Support knowledge-sharing and continuous improvement initiatives
Key Competencies
- Client-focused mindset with strong service orientation
- High level of integrity and confidentiality
- Teamwork and collaboration
- Adaptability and flexibility
- Strong work ethic and accountability
Academic Background & Qualifications
- Bachelor’s Degree in Finance, Business Administration, Economics, Statistics, Actuarial Science, or a related field
- Strong computer skills, especially in Excel and basic data analysis tools
- Internship experience in a financial institution is an added advantage
- Experience in client services, operations, or onboarding within financial services or asset management is desirable
How to Apply
Qualified candidates should apply via: Recruitment@jubileekenya.com Quote the Job Reference Number and Position in the subject line. Deadline: Wednesday, 8th April 2026
Only shortlisted candidates will be contacted.