
Wealth Management Associate
1 day ago
Key Position Overview
We are seeking a dedicated Client Service Associate to support our business objectives in Chennai. This role is ideal for individuals looking to gain hands-on experience in client servicing and wealth management.
Key Responsibilities- Provide exceptional customer service through effective communication and issue resolution
- Assist with onboarding processes, documentation, and back-office coordination
- Develop skills in financial platforms, Excel, and CRM tools
- Collaborate with the team to achieve business goals
Requirements:
- Strong communication and interpersonal skills
- Basic understanding of financial concepts
- Ability to multitask and adapt to changing priorities
- Commitment to learning and growth in the financial services industry
- Bachelor's degree in Finance, Business, or related field
This role offers an excellent opportunity for professional development and career advancement. High-performing candidates may be offered a full-time position upon successful completion of the internship.
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