Client Experience Associate - Delhi Division - Kristal

    Kristal
    Kristal Delhi Division

    1 week ago

    Description

    Client Experience Associate

    We are seeking a highly skilled Client Experience Associate to join our team at Kristal. This individual will be responsible for ensuring seamless client onboarding, providing timely information on products and services, and resolving any issues that may arise.

    Key Responsibilities:

    • Assist new clients through the onboarding process from account setup to funding and trade placement.
    • Provide accurate and timely information on platform features functionalities education of Channel partners/clients about platform features functionalities Track analyze common client pain points provide insights to improve platform experience service processes Maintain high client satisfaction scores CSAT through proactive communication follow-ups Ensure all client interactions comply with regulatory standards internal policies.

    The ideal candidate will have a Bachelor's degree in Business Finance Economics or a related field as well as 1-3 years of experience in client support customer success operations within financial services fintech brokerage Excellent communication interpersonal skills analytical mindset attention to detail process improvement proficiency in using applications such as ticketing systems digital communication platforms ability to handle client concerns empathetically professionally adequate understanding of global financial markets investment products trading processes stock ETF mutual funds etc.


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