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Client Experience Associate
Client Experience AssociateKristal.AI • Delhi, India, India
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Client Experience Associate

Client Experience Associate

Kristal.AI • Delhi, India, India
12 days ago
Job description

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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