
Client Relationship Specialist
2 weeks ago
Building a career in wealth management requires dedication and a passion for delivering exceptional client experiences. At our company, we are committed to helping individuals and families plan, grow, and manage their financial future with confidence.
We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.
As an intern, you will support various client servicing and operational functions, gain hands-on exposure to the wealth management industry, and develop practical skills in finance, communication, and tools used in the financial advisory space.
Key Responsibilities:
- Assist with client servicing, onboarding, 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
- Collaborate with the team and contribute to ongoing projects as needed
We are looking for candidates with a strong willingness to learn and grow in the financial services industry. If you have good communication skills, a basic understanding of financial concepts, and a readiness to take on multiple roles and responsibilities, we encourage you to apply.
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.
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