
Client Experience Specialist
18 hours ago
We are seeking a dedicated and skilled Client Service Associate to support our client servicing and wealth management team in Chennai. This role offers valuable hands-on experience and the opportunity to develop practical skills in finance, communication, and tools used in the financial advisory space.
The ideal candidate will be responsible for supporting various client servicing and operational functions, including:
- Assisting with client onboarding, documentation processes, and customer communication
- Supporting back-office coordination and day-to-day operational tasks
- Learning and working on Excel, CRM tools, and other financial platforms
- Collaborating with the team and contributing to ongoing projects as needed
The successful candidate will possess strong analytical skills, good communication skills, and a basic understanding of financial concepts. A Bachelor's degree in Finance, Business, or a related field is required.
This internship provides 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.
Requirements:
- 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 certifications as per regulatory or business requirements
- Bachelor's degree in Finance, Business, or related field
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