Client Onboarding Specialist

What You ll Do

• Assist new users:

  Guide users through the complete onboarding journey from broker account opening and linking to activation by following structured SOPs.

• Clarify confusion:

  Help users understand how our platform works and whether it fits their needs, using simple explanations and relatable examples.

• Follow up diligently:

  Manage multiple user conversations with timely follow-ups and clean documentation no user should be left hanging.

• Resolve blockers:

  Identify and fix basic user issues yourself and escalate complex cases to the right teams when needed.

• Spot patterns:

  Recognize recurring problems or user confusions and share insights with the team for process improvement.

• Collaborate cross-functionally:

  Work closely with product, tech, and operations teams to ensure a smooth and fast user experience.

• Handle complex cases (for senior roles):

  Take ownership of escalations and tricky onboarding situations with maturity and problem-solving.

• Coach and support (for senior roles):

  Guide and review junior teammates to raise the team s overall quality and efficiency.

• Continuously improve:

  Track onboarding metrics, suggest better processes, and ensure every user gets clarity and confidence at every step.

What You ll Need

• 0-5 years of experience in

  client onboarding, customer success, or account management

  .
• Strong

  communication skills

  clear, patient, and empathetic in both verbal and written form.
• A

  basic understanding of the stock market

  (Equity and FnO) and eagerness to learn more if you re new.

• Process discipline

  consistent follow-ups, documentation, and SOP adherence.

• Empathy and patience

  users should feel supported, not sold to.

• For senior candidates:

  Ability to handle escalations independently, coach junior teammates, and contribute to improving onboarding processes.

You'll Be a Great Fit If You

• Stay calm, structured, and composed even under pressure or when handling multiple users.
• Take ownership you don t need to be reminded to follow up or close loops.
• Think logically and spot root causes behind user problems.
• Enjoy helping people understand complex topics clearly.
• Believe that clarity and empathy can transform user experience.

What's In It For You

1. Flexible work environment

   with hybrid setup and generous leave policy.

2. Comprehensive health insurance

   covering free health check-ups, unlimited doctor consultations, and dental care.

3. Competitive pay,

   annual retreats, and a dog-friendly office.
4. Be part of a

   fast-growing fintech

   where your work directly impacts thousands of traders every day.