Client Service Representative

2 days ago


Surat, Gujarat, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000

Job Opportunity

A wealth management firm seeks a dedicated and motivated individual to support client servicing and operational functions. As an intern, you will gain hands-on experience in the financial industry, develop practical skills in finance, communication, and tools used in the advisory space.

 

Key Responsibilities:

  • Assist with client onboarding and documentation processes
  • Support customer communication and service delivery
  • Help with back-office coordination and day-to-day tasks
  • Learn and work on Excel, CRM tools, and other platforms
  • Collaborate with the team and contribute to ongoing projects as needed

 

Requirements:

  • Strong willingness to learn and grow in finance
  • 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 certifications as per regulatory requirements
  • Bachelor's degree in Finance, Business, or related field


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