Client Experience Associate

18 hours ago

New Delhi, India Kristal.AI Full time

Location: New Delhi Experience: 1 - 3 yearsKey Responsibilities Assist new clients through the onboarding process - from account setup to funding and trade placement. Provide accurate and timely information on products and services Troubleshoot client issues and coordinate with internal teams (Product, Compliance, Operations) to ensure swift resolution. Educate Channel partners/clients about platform features and functionalities. Track and analyze common client pain points - provide insights to improve platform experience and service processes. Maintain high client satisfaction scores (CSAT) through proactive communication and follow-ups. Ensure all client interactions comply with regulatory standards and internal policies.Qualifications Bachelor’s degree in Business, Finance, Economics, or a related field. 1 - 3 years of experience in client support, customer success, or operations within financial services, fintech, or brokerage. Adequate understanding of global financial markets, investment products (stocks, ETFs, mutual funds, etc.), and trading processes. Excellent communication and interpersonal skills. Ability to handle client concerns empathetically and professionally. Proficiency in using applications such as ticketing systems and digital communication platforms. Analytical mindset with attention to detail and process improvement.

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