Expert Financial Service Professional

3 days ago

Vadodara, Gujarat, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 15,00,000
Client Service Associate

We are seeking a motivated and detail-oriented individual to join our team as a Client Service Associate. This role involves providing exceptional customer service and communication support, assisting with onboarding and documentation processes, and coordinating back-office tasks to ensure seamless day-to-day operations.

  • Assist with client onboarding and documentation
  • Support customer communication and service delivery
  • Coordinate back-office tasks and ensure smooth operations
  • Learn and work on Excel, CRM tools, and other financial platforms
About the Role

In this dynamic environment, you will be responsible for:

  • Providing timely and effective responses to client inquiries
  • Coordinating meetings and appointments with clients
  • Preparing and maintaining accurate records and reports
  • Developing skills in finance, communication, and tools used in the financial advisory space

You will have the opportunity to learn and grow in the financial services industry, developing a strong understanding of financial concepts and best practices.

Key Qualifications
  • Bachelor's degree in Finance, Business, or related field
  • Strong 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 requirements
What We Offer

This internship offers an excellent opportunity for individuals looking to build a career in wealth management. High-performing candidates may be offered a full-time role upon successful completion of the internship.

We offer a supportive and dynamic work environment, opportunities for growth and development, and a competitive salary package.

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