Wealth Management Client Service Professional
1 day ago
We are seeking a highly motivated and detail-oriented professional to support various client servicing and operational functions in the wealth management industry.
This role provides hands-on experience in client servicing, onboarding, and documentation processes, as well as supporting customer communication and service delivery.
The ideal candidate will have strong communication skills, both written and verbal, and a basic understanding of financial concepts is a plus.
Responsibilities include:
- Assisting with client onboarding and documentation processes
- Supporting customer communication and service delivery
- Helping with back-office coordination and day-to-day operational tasks
- Learning and working on Excel, CRM tools, and other financial platforms
- Collaborating with the team and contributing to ongoing projects as needed
Requirements include a strong willingness to learn and grow in the financial services industry, good communication skills, and a basic understanding of financial concepts.
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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