Ascent Capital Financial Services Pvt. Ltd.

Kickstart your career in financial services! We are building a team of energetic, ambitious, and dependable graduates who want to grow with us in financial services. No prior experience required just the right attitude, values, and client-first mindset. Job Description Trainee Customer Services Officer/ CSO-Trainee Job Title: Trainee Client Services & Operations Location: Pitampura (Delhi) / Noida Employment Type: Full-Time (Trainee) Experience: Fresher / 0–1 year About Us We are a fast-growing wealth management firm, offering clients trusted financial products and personalized service. Join us to build your career in the Banking & Finance industry. Role Overview As a Trainee – Client Services Officer , you will support day-to-day financial products operations including mutual funds, insurance (life, health, general), equity, PMS, and loan against mutual funds. The role involves client servicing and coordination with industry stakeholders. This is ideal for graduates eager to learn, grow, and build a career in financial services. Key Responsibilities Handle transactions, documentation, and compliance processes across financial products Act as the first point of contact for client queries Coordinate with AMCs, insurers, registrars, and intermediaries Maintain and update client records using MS Excel and internal systems Draft and respond to client communications professionally Build trust-based relationships with clients to enhance satisfaction and retention Handle confidential financial information with integrity and accountability Prioritize tasks effectively to ensure timely completion of deliverables Stay open to learning new systems, products, and regulatory updates Adhere strictly to SEBI/AMFI guidelines and company policies in all dealings