Client Experience Associate

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.