Dec 21, 2021

Senior Client Services Associate

  • Saxo Bank
  • Gurugram, Haryana, India
Full time Client Services

Job Description

About the Job:

Area: Digital, Compliance and Client administration

Working on Key Compliance reporting activities related to Client’s accounts
- Responsible for creating and maintaining platform and system access for clients
- Responsible for handling all Client admin and compliance related with adherence to SLA
- Working Deceased client processes ensuring identification of legal heirs and processing portfolio transfer in accordance to the SLA
- Supporting Service support team in key digitalization initiatives
- Working on automated processes and handling exceptions for Robotics solutions
- Perform service in accordance with global service catalogue and the Tiered client model
- Always acting in the best interest of our Clients and Saxo, and increase client digital interaction with the Bank.

Your Profile :

We are looking for an experienced Client services representative

  • You have a strong commitment to delivering exceptional service towards clients
  • You are a strong communicator with excellent English communication, both verbal and written.
  • You have experience in handling account reporting, Regulatory and compliance related reporting tasks.
  • A team player willing to share experience and ideas as well as having the ability to communicate at different levels in the organization
  • Be a committed, self-driven, proactive individual, who can thrive during hectic periods
  • Experience from a client support role and the ability to liaise with clients in a timely professional manner
  • Ability to follow clear guidelines and to ensure adherence to all compliance policies and procedures
  • Be capable of multitasking and meeting deadlines in a dynamic environment
  • Can prioritize the workload to fit the business objectives

We offer :

The global sales organisation is responsible for growing total realized earnings and assets under management through acquisition of new direct and wholesale clients, as well as through activation of the already existing client relationships, cross- and up-selling, and development of global partnerships.
We aim to be digital-first and implement world-class digital engagement for all our clients and partners and focus on the human touch for our top clients and partners. This ensures that our teams in local offices spend their time on the most value-adding tasks with our partners and top direct clients. 

We aspire to be a non-hierarchical, purpose-driven organisation. At Saxo, it is not about entitlement; it is about impact – no matter where you sit in the organisation. A good idea is always taken seriously and you can truly make a difference.
When you work here, you become part of the Saxo family. We invest in your personal development and offer you large responsibility from day one. We encourage an open feedback culture and a supportive team environment. If you show a collaborative spirit, drive and passion, your learning curve will be steep and your (international) career opportunities with Saxo immense.
We offer an attractive remuneration and benefits like 20 paid vacation days a year, subsidised fitness schemes and free meals in the office cafeteria.


How to apply :

Click Apply to create an account and upload your resume and a short motivation. We look forward to getting to know you better!

End Date: