Greystone Wealth

Client Relations & Operations Intern Greystone Wealth is a modern investment advisory and mutual fund distribution firm. We are looking for a responsible and organised intern to support client servicing and daily operations. Key Responsibilities: Follow up with clients for SIPs, documents, renewals, and queries Maintain client records, dashboards, and investment trackers Assist in mutual fund transactions (SIP/Lumpsum/Redemption) Do preliminary reviews of client portfolios Help with basic reporting and administrative tasks Bring in new clients (optional) — interns will receive a share of the commission for every client acquired. The percentage will be discussed during onboarding. Skills Required: Good communication Strong follow-up habits Basic understanding of mutual funds (or willingness to learn) Excel/Google Sheets proficiency Benefits: Stipend Hands-on exposure to wealth management Certificate Performance-based commission sharing