Client Services Professional

6 hours ago

Malappuram, Kerala, India beBeeWealthManagement Full time ₹ 60,00,000 - ₹ 80,00,000
Job Opportunity

We are seeking a detail-oriented Client Service Associate to join our team in Chennai.

  • This role provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.

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

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

This opportunity 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.

Fundamental Skills
  • Excel
  • CRM tools
  • Financial platforms
Personal Qualities
  • Communication skills
  • Teamwork
  • Adaptability

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