
Financial Services Professional
7 days ago
We are seeking a detail-oriented individual to support our client servicing and operational functions. This internship provides hands-on experience in the wealth management industry, with a strong possibility of a full-time role based on performance.
As an intern, you will gain exposure to various aspects of client servicing, including onboarding, documentation, and customer communication. You will also have the opportunity to develop practical skills in finance, communication, and tools used in the financial advisory space.
Key Responsibilities:- Assist with client servicing 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
- 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 requirements
- Bachelor's degree in Finance, Business, or 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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