Client Experience Associate
2 days ago
Location: New Delhi
Experience: 1 - 3 years
Key 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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