Senior Client Services Specialist

3 days ago

Lucknow, Uttar Pradesh, India beBeeProfessional Full time ₹ 30,00,000 - ₹ 60,00,000
Client Service Associate

We are seeking a detail-oriented and communicative Client Service Associate to support our team in delivering exceptional client experiences.

This role provides an excellent opportunity for individuals to gain hands-on experience in client servicing, wealth management, and financial advisory services.

As a Client Service Associate, you will assist with various client-facing functions, including onboarding, documentation, and servicing processes. You will also support customer communication and service delivery, as well as help with back-office coordination and day-to-day operational tasks.

To excel in this role, you should have strong communication skills, both written and verbal, and be able to work effectively in a team environment. A bachelor's degree in Finance, Business, or a related field is highly desirable.

Key Responsibilities:
  • Assist with client onboarding, documentation, and servicing processes
  • Support customer communication and service delivery
  • Help with back-office coordination and day-to-day operational tasks

In return for your hard work and dedication, you can expect a dynamic and supportive work environment that fosters growth and development. This internship offers a fantastic platform for those looking to build a career in wealth management and finance.

What We're Looking For:
  • A strong willingness to learn and grow in the financial services industry
  • Good communication skills (written and verbal)
  • Bachelor's degree in Finance, Business, or related field

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