Financial Services Specialist

4 days ago

Bellary, Karnataka, India beBeeWealth Full time ₹ 30,00,000 - ₹ 60,00,000

Job Description

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This is an exciting opportunity to gain hands-on experience in wealth management and client servicing. As a Client Service Associate, you will support various functions and develop practical skills in finance, communication, and tools used in the financial advisory space.

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Responsibilities:

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  • Assist with client servicing, 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
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Requirements:

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  • 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 requirements
  • Bachelor's degree in Finance, Business, or related field
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What You'll Gain:

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This internship offers an excellent 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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