11 Assisting Clients Jobs

As a Finance graduate, you will be prepared for various entry-level positions such as Financial Analyst, Financial Advisor, Accountant, or Bank Teller. Your responsibilities will include analyzing financial data, preparing reports, assisting clients, managing budgets, and ensuring compliance with financial regulations. You will also conduct market research, evaluate investments, and provide financial guidance to individuals and businesses. Key Responsibilities: - Analyzing financial data - Preparing reports - Assisting clients - Managing budgets - Ensuring compliance with financial regulations - Conducting market research - Evaluating investments - Providing financial guidance to individuals...

As a Relationship Manager at Torin Wealth Management, your role will involve: - Building and nurturing long-term client relationships - Identifying growth opportunities and managing key accounts - Resolving customer issues with empathy, ownership, and strategic thinking - Educating and supporting clients on financial products and services To qualify for this role, you should have: - Minimum 5 years of experience in a client-facing position - Excellent communication and conflict-resolution skills - A positive and ownership-driven mindset If you are eager to make a high-impact contribution within a purpose-driven team, we encourage you to get in touch with us at info@torinwealth.com or call us...

As a Broking Support Team Manager at Aon India Insurance Brokers Private Limited, your role will involve managing a team of colleagues responsible for various functions related to the preparation and analysis of Treaty data & underwriting information for the production of contractual documents. Your responsibilities will include: - Preparation and analysis of Treaty data & underwriting information for the production of contractual documents, such as slips, cover notes, wordings, endorsements, addendum, presentations, and signing of contractual documents - Technical analysis of statistics and other underwriting information supporting the negotiation and placement of Treaty business - Preparat...

The job does not require any prior experience or certification in canine training; however, being a dog lover is preferred. The company will provide training during the probation period to equip you with the necessary skills to train the dogs effectively. Upon successful performance, you will be offered a permanent position as a junior dog trainer. Your primary responsibilities will include training, exercising, playing, feeding, and walking the dogs. Additionally, you will be responsible for capturing videos and photos for social media, handling phone calls, updating clients, documenting training sessions, managing academy maintenance calls, greeting clients, and assisting them during train...

You will be responsible for assisting clients by guiding individuals through the visa application process, ensuring they have the correct documentation, and helping them complete application forms. Additionally, you will be managing visa applications by monitoring their progress, providing updates to clients, and addressing any issues that arise during the process. It will be crucial to maintain accurate and confidential records of all visa applications and client interactions. Staying informed about changes in immigration laws and regulations and effectively communicating these changes to clients and colleagues will also be part of your role. Administrative tasks such as filing, scanning, a...

As a Visa Advisor, your primary responsibility will be to advise clients on the visa application process. This will involve providing detailed information and guidance on requirements, documentation, and processing times. You will also be responsible for managing documents by organizing and maintaining paperwork, including filing, scanning, and updating visa records. It will be essential for you to stay up to date with immigration policies and visa laws to ensure accurate and timely advice to clients. Additionally, you will assist clients in complying with visa terms and conditions, as well as preparing them for visa interviews. Providing exceptional customer service by responding to client ...

Role & Responsibilities: Attend the qualified leads (which will be generated by the Presales team) by meeting clients, where you will present tailored made options and will bring your clients through a no-pressure education-based presentation touching on buying/investment Develop rapport and get to know the client and finding out about their goals and vision for the future Educate on Property Investment and make your clients aware of the incentives available to them, and open their eyes to different strategies available for them to pursue You will be responsible for relationship management, assisting your clients through the decision-making process, and follow-up communication to foster a lo...

Roles and Responsibilities : Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for coll...

Roles and Responsibilities : Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for coll...

Roles and Responsibilities : Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for coll...

Roles and Responsibilities : Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for coll...