Financial Associate Career

4 days ago

Mount Abu, Rajasthan, India beBeeClientService Full time ₹ 35,00,000 - ₹ 60,00,000

Job Title: Client Service Associate

We are seeking a detail-oriented and motivated individual to join our team as a Client Service Associate. This role offers an excellent opportunity for growth and development in the wealth management industry.

Job Description:

In this role, you will be responsible for supporting various client servicing and operational functions. You will gain hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.

Main 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 financial platforms and tools
  • Collaborate with the team and contribute to ongoing projects as needed

Requirements:

  • A bachelor's degree in Finance, Business, or related field
  • 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
  • Ability to take on multiple roles and responsibilities in a dynamic environment
  • Commitment to completing mandatory certifications as per regulatory or business requirements

Benefits:

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.

About the Opportunity:

This on-site 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.

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