
Service Associate Role
2 days ago
We are seeking a motivated Client Service Associate to join our team in Chennai. This internship offers hands-on experience in client servicing and wealth management.
- Client servicing, onboarding, and documentation processes
- Customer communication and service delivery
- Back-office coordination and day-to-day operational tasks
- Development of skills in Excel, CRM tools, and financial platforms
- Collaboration with the team and contribution to ongoing projects
We provide an excellent learning platform for those looking to build a career in wealth management.
- Opportunity to develop practical skills in finance, communication, and tools used in the financial advisory space
- Paid internship with a strong possibility of a full-time role based on performance
A successful candidate will have:
- A strong willingness to learn and grow in the financial services industry
- Good communication skills (written and verbal)
- Bachelor's degree in Finance, Business, or related field
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Global Client Services Associate
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Delivery Associate
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Reservation Associate
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Customer Service Advocate
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Marketing Associate
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Customer Service Liaison
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MRP/SP - Associate Role
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Process Associate
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Salem, Tamil Nadu, India EPIC Investment Partners Full timeREPIC Investment Partners About Us EPIC Investment Partners ("EPIC") is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...
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VAT Associate
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