
Financial Services Professional
4 days ago
Job Description:
We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. The successful candidate will have the opportunity to gain hands-on experience in client servicing and wealth management.
Key Responsibilities:
- Assist with client onboarding, documentation processes and support customer communication and service delivery
- Support 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
Required Skills and Qualifications:
- 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
Benefits:
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.
What We Offer:
- Hands-on experience in client servicing and wealth management
- Opportunity to develop practical skills in finance, communication and tools used in the financial advisory space
- Challenging and dynamic work environment
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