Client Onboarding Specialist

Location: Mumbai

Role Summary

As a Customer Onboarding Specialist, you’ll play a crucial role in delivering world-class service to our clients. You will act as the first line of engagement post-sales, ensuring smooth onboarding, building trusted relationships, and enabling clients to maximize value from our platforms and services. This is a client-facing role that blends financial markets knowledge with problem-solving, communication, and stakeholder management. You’ll partner closely with trading, operations, and technology teams to ensure client success translates into stronger retention, upsell opportunities, and advocacy.

Key Responsibilities:

Client Onboarding & Engagement

• Manage end-to-end onboarding for new clients, ensuring a smooth & compliant setup.
• Serve as the primary point of contact for client queries and escalations.
• Conduct product walkthroughs, training, and knowledge-sharing sessions tailored to client needs.

Relationship Management

• Build strong, trust-based relationships with clients by understanding their workflows and trading priorities.
• Act as a client advocate internally ensuring feedback is shared with product, tech, and compliance teams.
• Drive adoption of new features, upgrades, and services through regular check-ins.

Client Success Operations

• Monitor client activity, identify usage patterns, and flag risks or opportunities proactively.
• Prepare client health reports, dashboards, and periodic performance reviews.
• Support compliance, risk, and operations teams in ensuring smooth daily execution for clients.

Growth & Retention

• Collaborate with business development to identify cross-sell and upsell opportunities.
• Drive renewal and retention efforts with a client-first approach.
• Represent the firm at client meetings, industry forums, and events when required.

Education

• Bachelor’s degree in Finance, Economics, Business, or related field.
• An MBA/advanced degree is a plus but not mandatory.

Experience

• 1-3 years of experience in customer success, client servicing, relationship management, or support within financial services/broking/HFT/fintech.
• Exposure to institutional clients or trading desks preferred.

Skills

• Strong understanding of financial markets, trading products, and brokerage ecosystem.
• Excellent communication, problem-solving, and interpersonal skills.
• Ability to manage multiple clients and priorities in a fast-paced, high-stakes environment.
• Proficiency in Excel, reporting tools, and CRM platforms.

Mindset

• Client-first, proactive, and solutions-oriented.
• Collaborative, adaptable, and detail-driven.