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,...

Ready to Apply?

Submit your application today and join our talented team at Kristal.AI.