Wealth Management Professional

1 week ago

Dindigul, Tamil Nadu, India beBeeFinance Full time ₹ 40,00,000 - ₹ 60,00,000
Client Service Associate Role

This is an excellent opportunity for a Client Service Associate to join our team in Chennai. The role involves providing top-notch client servicing and wealth management expertise, with a strong possibility of a full-time role based on performance.

In this dynamic environment, you will have the chance to gain hands-on experience in client-facing tasks, learn about the wealth management industry, and develop essential skills in finance, communication, and CRM tools.

  • Key Responsibilities:
  • Support various client servicing processes, including onboarding, documentation, and customer communication
  • Assist 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
  • Essential Skills & Qualifications:
  • 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
  • Bachelor's degree in Finance, Business, or related field

This internship offers a unique 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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