Client Relations & Operations Intern

About the job

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

Requirements

• Communication
• Excel/Google Sheets proficiency

Preferred Technologies

• Communication
• Excel/Google Sheets proficiency

Benefits

• Stipend
• Hands-on exposure to wealth management
• Certificate
• Performance-based commission sharing

About the company

Greystone Wealth is a modern investment advisory and mutual fund distribution firm.