
Client Relationship Specialist
1 day ago
This internship provides hands-on experience in client servicing and wealth management. You will support various client servicing and operational functions, gain hands-on exposure to the wealth management industry, and develop practical skills in finance, communication, and tools used in the financial 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 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 or business requirements
- Bachelor's degree in Finance, Business, or related field
- A supportive and collaborative team environment
- Ongoing training and development opportunities
- The chance to work with leading financial products and technologies
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