Client Service Professional

5 days ago

Thāne, Maharashtra, India beBeeWealthManagement Full time ₹ 45,00,000 - ₹ 75,00,000

Frontier Wealth is a client-focused wealth management firm dedicated to helping individuals and families plan, grow, and manage their financial future with confidence.

We offer goal-based investments aligned with each client's unique needs and life objectives as an AMFI-registered Mutual Fund Distributor.

Job Description

This internship opportunity is designed for a motivated and detail-oriented individual to gain hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.

You will support various client servicing and operational functions, gain exposure to the wealth management industry, and develop practical skills in finance, communication, and tools used in the financial advisory space.

Main Responsibilities
  • Assist with client 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
Requirements

To be successful in this role, you will need:

  • A strong willingness to learn and grow in the financial services industry
  • Good communication skills (written and verbal)
  • A basic understanding of financial concepts is a plus
  • The readiness to take on multiple roles and responsibilities in a dynamic environment
  • A commitment to completing mandatory (and optional) certifications as per regulatory or business requirements
  • A Bachelor's degree in Finance, Business, or a related field

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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