Job Summary

- One of our clients is looking for a dependable qualified for this role and we are handling the initial recruitment
- As Wealth Service Associate, you will handle day-to-day responsibilities connected with customer handling, documentation, follow-up, communication, process coordination
- This includes coordinating assigned work, responding to relevant enquiries, maintaining records and reports, following up with stakeholders and ensuring that agreed activities are completed on time
- The role is suitable for candidates with 1-4 years and is based across Delhi NCR, Jaipur, Lucknow, Mumbai
- The work is practical and team-oriented, with regular interaction with colleagues, customers, vendors, partners or other stakeholders depending on the assignment
- Depending on the client and peak workload, occasional weekend work or extended hours may be required
- The ideal candidate should communicate clearly, be organised and take ownership of routine responsibilities after initial training
- Shortlisted candidates may be asked to participate in a short practical discussion or role-specific assessment

Location: Delhi / NCR,Jaipur,Lucknow,Mumbai

📌 Wealth Service Associate (Lucknow)
🏢 HappinessCue
📍 Lucknow