Immediate Hiring - Walk-In For Financial Client Success Specialist

2 - 6 years

3 - 8 Lacs

Posted:2 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Important Note:

not be permitted inside the office premises without an official meeting invite and confirmation from the concerned HR.

The Client Success Specialist is responsible for supporting clients by handling transactions, managing account-related tasks, and resolving incoming inquiries. They provide end-to-end support for operational questions, ensuring a seamless client experience. In addition, they offer support on topics related to our financial products, including CFDs, listed stocks, and crypto wallets.

Main Responsibilities (include but not limited to):

  • Provide exceptional client service by resolving account-specific issues efficiently, often within a single interaction.
  • Manage inquiries across multiple channels (calls, emails, chat) in a professional and client-focused manner.
  • Execute account-related transactions and tasks with accuracy and compliance.
  • Guide clients on the use of financial products, such as CFDs, Listed Stocks, and Crypto wallets.
  • Ensure all client interactions comply with regulatory standards and internal policies.

Additional Responsibilities:

Requirements for the Position:

  • Bachelor's degree in finance or a related field
  • Fluency in English
  • 1-3 years of experience in a customer service role in the Financial Industry, preferred but not necessary
  • Excellent communication skills both verbally and in writing
  • Proficiency in computer programs such as Microsoft Office

Skills

  • Ability to work independently or as part of a team
  • Excellent problem-solving skills
  • Strong attention to detail
  • Ability to multitask effectively while maintaining accuracy

Working days/hours:

All Technementals Innovation India Private Limited employees must be eligible to work in India.

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Technementals Innovation

Technology and Product Development

Innovate City

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