Jobs
Interviews

Frontier Wealth

1 Job openings at Frontier Wealth
Client Service Associate chennai,tamil nadu,india 0 years None Not disclosed On-site Internship

Company Description Frontier Wealth is a client-focused wealth management firm dedicated to helping individuals and families plan, grow, and manage their financial future with confidence. As AMFI-registered Mutual Fund Distributor, we offer goal-based investments aligned with each client’s unique needs and life objectives. Role Description Frontier Wealth is offering a paid internship opportunity for a motivated and detail-oriented Client Service Associate to join our team in Chennai. This on-site internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance. As an intern, 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. Key Responsibilities: Assist with client servicing, 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 Excel, CRM tools, and other financial platforms Collaborate with the team and contribute to ongoing projects as needed What We’re Looking For: 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 Readiness to take on multiple roles and responsibilities in a dynamic environment Commitment to completing mandatory (and optional) certifications as per regulatory or business requirements Bachelor's degree in Finance, Business, or related field 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.