Part-Time Financial Services Associate – Kolkata

Tanisha Sharma is seeking a part-time Financial Services Associate in Kolkata, West Bengal, India. In this remote-eligible role, you’ll help clients navigate financial inquiries and product offerings while supporting a collaborative team focused on client service and financial well-being.

Key Responsibilities

• Respond to client financial inquiries and explain available product offerings.
• Manage client accounts accurately and in line with applicable regulatory standards.
• Coordinate communication between clients and financial advisers.
• Prepare and present reports on client portfolio performance.
• Research market trends and identify opportunities to improve financial services.
• Contribute ideas in team meetings to enhance the client experience.
• Track and report key performance metrics.

Qualifications

• Bachelor’s degree in finance or a related field required.
• Strong written and verbal communication skills.
• Experience with financial software and tools preferred.
• At least one year of experience in a client-facing financial role is advantageous.
• Industry certifications such as CFA or CFP are a plus.

Pay and Benefits

Compensation is 400000 per year. This part-time position offers flexible working hours and opportunities for professional growth. Tanisha Sharma fosters a collaborative, diverse, and respectful workplace.

Tools

Common tools for this role include financial planning software, spreadsheets, and customer relationship management systems.

Work Location

Based in Kolkata, West Bengal, India; remote work is eligible.

Related Opportunities

• Senior Financial Analyst
• Accounting Financial Operations Coordinator APAR
• Financial Transaction Assistant