Customer Support Associate

7 days ago

Bengaluru, Karnataka, India ATS Share Brokers Full time ₹ 4,00,000 - ₹ 8,00,000 per year

About Us:

We enable businesses and investors to make smarter financial decisions through expert advisory, innovative strategies, and actionable insights. Our team blends analytical rigor with deep market understanding to deliver solutions that drive real impact.

We're now looking for a
Customer Support Associate
who thrives in dynamic environments, takes full ownership and ensures every aspect of the responsibility aligns with our strategic goals and client success standards.

Role :

We're looking for a
smart, articulate, and customer-focused professional
to join our client success team.

If you have a background in
finance, investments or wealth management
and enjoy solving problems while building meaningful customer relationships — this role is for you.

As a
Customer Support Executive
, you'll be the voice of the brand — providing timely, accurate, and empathetic support to clients while ensuring a seamless experience across all touchpoints.

Responsibilities :

  • Serve as the
    first point of contact
    for client queries across phone, email, and chat.
  • Resolve issues related to accounts, transactions, investment products, and service requests with accuracy and professionalism.
  • Understand client needs and guide them on product features, documentation, or next steps.
  • Coordinate with internal teams (operations, compliance, advisory) to ensure
    quick issue resolution
    .
  • Document all client interactions in CRM systems and maintain updated records.
  • Identify and escalate recurring issues or service gaps to improve processes.
  • Uphold confidentiality, empathy, and integrity in all client communications.

Qualifications :

  • Bachelor's degree in
    Commerce, Finance, or related disciplines
    (MBA Finance preferred but not mandatory).
  • Minimum 2.5 years
    of experience in
    Customer Support / Client Servicing
    — ideally in
    financial services, investments, or fintech.
  • Excellent
    verbal and written communication
    skills — clear, confident, and client-friendly.
  • Strong
    listening and problem-solving
    skills with a calm, empathetic approach.
  • High attention to detail and ability to multitask in a fast-paced environment.
  • Proficient with
    CRM tools, Excel and email communication.
  • Immediate joiners or candidates with short notice periods will be preferred.

Key Traits We Value:

Excellent listener and communicator

Problem-solver with a service mindset

Emotionally intelligent and composed under pressure

Team player with ownership and initiative

Why Join Us:

Be part of a
dynamic financial services team
that values empathy as much as expertise.

You'll learn, grow, and make a real difference in how customers experience financial services.

Compensation:

Attractive fixed pay + performance-based incentives + health benefits

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