Client Service Associate

4 weeks ago

Thoothukudi, Tamil Nadu, India Frontier Wealth Full time

Company Description

Frontier Wealth is a client-focused wealth management firm dedicated to helping individuals and families plan, grow, and manage their financial future with confidence. As AMFI-registered Mutual Fund Distributor, we offer goal-based investments aligned with each client's unique needs and life objectives.

Role Description

Frontier Wealth is offering a paid internship opportunity for a motivated and detail-oriented Client Service Associate to join our team in Chennai. This on-site internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.

As an intern, you will support various client servicing and operational functions, gain hands-on exposure to the wealth management industry, and develop practical skills in finance, communication, and tools used in the financial advisory space.

Key Responsibilities:

  • Assist with client servicing, onboarding, and documentation processes
  • Support customer communication and service delivery
  • Help with back-office coordination and day-to-day operational tasks
  • Learn and work on Excel, CRM tools, and other financial platforms
  • Collaborate with the team and contribute to ongoing projects as needed

What We're Looking For:

  • Strong willingness to learn and grow in the financial services industry
  • Good communication skills (written and verbal)
  • Basic understanding of financial concepts is a plus
  • Readiness to take on multiple roles and responsibilities in a dynamic environment
  • Commitment to completing mandatory (and optional) certifications as per regulatory or business requirements
  • Bachelor's degree in Finance, Business, or related field

This internship offers an excellent learning platform for those looking to build a career in wealth management. High-performing candidates may be offered a full-time role upon successful completion of the internship.

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