Financial Services Professional

2 days ago

Kollam, Kerala, India beBeeCustomerService Full time ₹ 5,00,000 - ₹ 7,50,000

Client Service Associate Job Summary

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This role offers hands-on experience in client servicing and wealth management, providing a valuable learning platform for those seeking to build a career in the financial services industry.

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Key Responsibilities:

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  • Assist with client onboarding, documentation, and servicing processes to ensure seamless customer interactions.">
  • Support communication and service delivery through effective written and verbal skills.">
  • Contribute to back-office coordination and day-to-day operational tasks to drive business success.">
  • Gain hands-on exposure to Excel, CRM tools, and other financial platforms to enhance technical skills.">
  • Collaborate with the team and contribute to ongoing projects as needed to foster a culture of collaboration and innovation.">
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Requirements:

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  • Demonstrate a strong willingness to learn and grow in the financial services industry, with a commitment to ongoing development and improvement.">
  • Exhibit effective communication skills (written and verbal) to deliver high-quality service and support to customers.">
  • Possess a Bachelor's degree in Finance, Business, or related field to provide a solid foundation for career advancement.">
  • Be committed to completing mandatory certifications as per regulatory or business requirements to ensure compliance and expertise.">
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Benefits and Opportunities:

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This internship provides an excellent opportunity for growth and development, with high-performing candidates potentially offered a full-time role upon successful completion. By joining our team, you will have the chance to develop valuable skills, expand your professional network, and contribute to a dynamic and fast-paced work environment.

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