
Client Support Specialist
5 days ago
We are seeking a highly motivated and detail-oriented individual to support our client servicing and operational functions.
The selected candidate will gain hands-on experience in the wealth management industry, develop practical skills in finance, communication, and tools used in the financial advisory space.
This is an excellent learning platform for those looking to build a career in wealth management.
About the Role:- Assist with client servicing and documentation processes
- Support customer communication and service delivery
- Help with back-office coordination and day-to-day operational tasks
- Learn and work on Excel, CRM tools, and other financial platforms
- 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
- Opportunity to work with a leading wealth management firm
- Hands-on experience in a dynamic and fast-paced environment
- Professional development and growth opportunities
- Collaborative team culture
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