Prospering Financial Services Professional

5 days ago


Alwar, Rajasthan, India beBeeWealth Full time ₹ 50,00,000 - ₹ 60,00,000
Client Service Associate

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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