Operations & Customer Services Trainee/Associate

About the job

Key Responsibilities

1. Help respond to basic customer or user coordination queries using approved scripts.

1. Maintain trackers for users, requests, vendors, professionals, and follow-ups.

1. Coordinate calls, meetings, email follow-ups, and internal updates.

1. Prepare professional email drafts and meeting notes.

1. Organize vendor/professional information in structured formats.

1. Escalate issues that require senior, technical, legal, financial, or product review.

1. Use AI/productivity tools.

1. Maintain confidentiality when handling personal or company information.

1. Support founder, product ops, marketing, and partnerships workstreams as needed.

1. Ensure follow-ups are timely and properly documented.

Skill(s) required

Client Relationship Management (CRM) Effective Communication English Proficiency (Spoken) English Proficiency (Written) Interpersonal skills MS-Excel Scheduling Spoken Communication

Other requirements

1. Calm, professional, organized, and trustworthy personality.

1. Internship experience in customer support, banking, insurance, wealth management, consulting, legal offices, CA firms, hospitality, or business development.

1. Proficiency in Hindi and English; knowledge of regional languages is an added advantage.

1. Familiarity with CRM or helpdesk tools is preferred.