
Prospering Financial Services Professional
5 days ago
This is a client-focused role that involves supporting various client servicing and operational functions, gaining hands-on exposure to the wealth management industry, and developing practical skills in finance, communication, and tools used in the financial advisory space.
- 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
Requirements:
- 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
Benefits:
- Excellent learning platform for those looking to build a career in wealth management
- Opportunity to gain hands-on experience in client servicing and wealth management
- High-performing candidates may be offered a full-time role upon successful completion of the internship
As a Client Service Associate, you will support various client servicing and operational functions. This role provides an excellent learning platform for those looking to build a career in wealth management.
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