
Client Service Representative
4 days ago
We are seeking a detail-oriented and motivated individual to support our client servicing and operational functions.
This role provides an excellent opportunity for hands-on experience in the financial services industry, with the potential for a full-time position upon successful completion of the internship.
- 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
- Bachelor's degree in Finance, Business, or related field
- 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
This internship offers an ideal platform 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.
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