Client Relationship Specialist

4 days ago

Mangalore, Karnataka, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000
Client Service Role Overview

The client service role is an entry-level position designed to provide hands-on experience in client-facing tasks and wealth management operations.

This internship offers a comprehensive learning platform for those looking to build a career in financial services.

  • Assist with client onboarding, documentation processes and customer communication
  • Support 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

As a Client Service Associate, 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.

We are seeking a motivated and detail-oriented individual who possesses strong willingness to learn and grow in the financial services industry. Good communication skills and basic understanding of financial concepts are required.

A Bachelor's degree in Finance, Business, or related field is necessary to succeed in this role. This internship offers a chance to build a strong foundation in client servicing and wealth management, which may lead to a full-time role upon successful completion of the internship.

Key Skills and Qualifications
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Basic understanding of financial concepts and theories
  • Proficiency in Microsoft Office, particularly Excel
  • Ability to work independently and as part of a team

A willingness to learn and adapt to new technologies and systems is essential for success in this role. A growth mindset, combined with a passion for the financial services industry, will make you an ideal candidate for this position.

What We Offer:

  • Comprehensive training and development opportunities
  • Opportunity to work with a leading financial services firm
  • Chance to build a strong network of professionals in the industry
  • Competitive compensation package and benefits

Join our organization and take the first step towards a rewarding career in wealth management.

By joining our team, you will have access to a range of resources and tools that will help you grow both personally and professionally.

Apply now to start your journey in client servicing and wealth management.

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