
Client Service Associate
6 days ago
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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