
Financial Advisory Professional
2 days ago
Job Description
We are seeking a detail-oriented and motivated Client Service Associate to join our team in Chennai. This internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.
The selected candidate 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.
Main Responsibilities:
- Client Servicing Support
- Customer Communication and Service Delivery
- Back-Office Coordination and Operational Tasks
- Learning and Working on Excel, CRM Tools, and Financial Platforms
- Collaboration with the Team and Contributing to Ongoing Projects
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