Financial Services Professional

4 days ago


Jamnagar, Gujarat, India beBeeCommunication Full time ₹ 40,00,000 - ₹ 60,00,000
Client Service Associate

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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