Talent.com
Client Experience Associate
Client Experience AssociateKristal.AI • Delhi, India, India
No longer accepting applications
Client Experience Associate

Client Experience Associate

Kristal.AI • Delhi, India, India
6 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.
  • Create a job alert for this search

    Associate Experience • Delhi, India, India

    Related jobs
    Senior Associate EDI Transmission, QA, Issue Resolution

    Senior Associate EDI Transmission, QA, Issue Resolution

    Voya India • Delhi, India, India
    Voya India, formerly known as VFI SLK, pioneers the transformation of the financial services customer experience through the art of technology, innovation, and human creativity.We are dedicated to ...Show more
    Last updated: 14 days ago • Promoted
    Client Support Manager

    Client Support Manager

    CodeVyasa • Noida, Uttar Pradesh, India
    We are looking for a dedicated and customer-focused Client Support Manager (CSM).The ideal candidate will proactively manage client queries, coordinate with internal teams, and maintain high servic...Show more
    Last updated: 1 day ago • Promoted
    Strategy Associate

    Strategy Associate

    PaySprint Private Limited • New Delhi, Delhi, India
    PaySprint is a NexGen B2B FinTech Company, solidifying an API infrastructure in the Banking, Financial & Verification ecosystems. We are building one of the world's largest Financial & Verification ...Show more
    Last updated: 14 days ago • Promoted
    Associate, Global Client Solutions (US Hours)

    Associate, Global Client Solutions (US Hours)

    Nextyn • Delhi, India
    At Nextyn, we’re looking for dynamic and driven individuals to join our.In this high-impact role, you will serve as a crucial link between researchers, global clients, and industry experts — enabli...Show more
    Last updated: 9 days ago • Promoted
    Client Servicing Executive

    Client Servicing Executive

    YELLOW STRAW ADVERTISING • Noida, Uttar Pradesh, India
    This is a full-time on-site role based in Noida.The Client Servicing Executive will be responsible for managing client relationships, understanding client needs, and ensuring the successful executi...Show more
    Last updated: 3 days ago • Promoted
    Revenue Operations Associate

    Revenue Operations Associate

    Scrut Automation • Ghaziabad, IN
    Job Title : Revenue Operations Associate.Scrut Automation is a global leader in Governance, Risk, and Compliance (GRC).Our mission is to help modern enterprises move beyond simple checklists to buil...Show more
    Last updated: 30+ days ago • Promoted
    Client Success Specialist

    Client Success Specialist

    GoodSpace AI • Noida, Uttar Pradesh, India
    AI recruiter finds, screens, and evaluates talent in under an hour.We’re scaling fast, and now we’re building our next growth engine : . Sales + TA pods that own client accounts end-to-end.The role : C...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Prior Authorization & Patient Coordination Associate

    Prior Authorization & Patient Coordination Associate

    Macro Outsourcing • New Delhi, Delhi, India
    Macro Outsourcing is a Business Process Outsourcing company specializing in transcription, billing, and document management services for medical clinics and physicians in the United States.Our miss...Show more
    Last updated: 9 hours ago • Promoted • New!
    Client Success Technical Associate

    Client Success Technical Associate

    Qube Cinema • Delhi, India
    At Qube Cinema, technology and innovation are at our core.Our purpose is to bring to life every story - to engage, entertain and enlighten the world. As a company with a passion for cinema, we are c...Show more
    Last updated: 30+ days ago • Promoted
    B2B Client Success Associate

    B2B Client Success Associate

    Amaha • Delhi, India
    About Amaha Amaha, formerly named InnerHour, is a mental health organization founded in the year 2016 by renowned psychiatrist and healthcare entrepreneur, Dr. Neha Kirpal, a social entrepreneur and...Show more
    Last updated: 30+ days ago • Promoted
    Associate

    Associate

    PKF SRIDHAR & SANTHANAM LLP • Delhi, India, India
    We are looking for Associates in our Statutory Audit team in Delhi.Support the audit team in performing the statutory audit and report to the Manager or Director. Interact with the client and execut...Show more
    Last updated: 30+ days ago • Promoted
    Outreach Associate

    Outreach Associate

    Grow Your Staff • Ghaziabad, IN
    Grow Your Staff is looking for a.This is a part-time opportunity.This role is ideal for students, freshers, or professionals looking to gain experience in outreach and sales with minimal time commi...Show more
    Last updated: 30+ days ago • Promoted
    Client Servicing Manager

    Client Servicing Manager

    Expression 360 Services India Ltd. • New Delhi, Delhi, India
    We are looking for a 360° Client Servicing Manager with strong experience managing.The role requires excellent coordination, communication, and project management skills to ensure timely delivery o...Show more
    Last updated: 9 hours ago • Promoted • New!
    Experience Center Associate

    Experience Center Associate

    CAVITAK • Delhi, India
    Mobile & Consumer Goods Value-Added Tech Distribution.Audio & Video, Fire, Security, Automation, Network & Power Solutions and Fundamental Resource Management & AI Global Commerce.Launchpad for glo...Show more
    Last updated: 14 hours ago • Promoted • New!
    Associate, Customer Experience

    Associate, Customer Experience

    WorldatWork India • Delhi, India
    We are WorldatWork, a professional organization that sets the agenda in the field of Total Rewards.We specialize in globally respected certifications, relevant data, publications, content, and conf...Show more
    Last updated: 29 days ago • Promoted
    Client Coordinator

    Client Coordinator

    Mancer Consulting Services • New Delhi, Delhi, India
    MANCER Consulting group is a leading provider of talent management solutions with service offerings that include Executive Search. Executive Selection, RPO, Talent Analytics, Start-Up Boost and Man ...Show more
    Last updated: 18 days ago • Promoted
    Client Researcher

    Client Researcher

    72 Dragons • Ghaziabad, IN
    Dragons is a global company that caters to multiple sectors.There are 3 sectors in our company : Art, Film, and Health.Dragons provides social media services and film production services to the heal...Show more
    Last updated: 6 days ago • Promoted
    Associate - Client Experience

    Associate - Client Experience

    Weber Shandwick • Delhi, India
    Senior Associate – Client Experience.Overview Part of The Weber Shandwick Collective, we’re the earned-first global communications agency, led by world-class strategic thinkers and creative activat...Show more
    Last updated: 28 days ago • Promoted