We believe access to global capital markets is not only for the privileged few. Our vision is to enable people to fulfill their financial aspirations to make an impact. That’s why we use the power of technology to deliver clients what they need, when they need it in a user-friendly and personalised experience. We aim to deliver the world’s most user-friendly and personalized trading and investment platform experience, which gives our clients exactly what they need to make more informed investment decisions.

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The Senior Associate, Global service processing (GSP), plays a crucial role in managing and executing client-related processes, particularly focusing on bulk updates, deceased and bankruptcy cases, Client account terminations and GDPR compliance activities. This position requires a detail-oriented professional with strong analytical skills and a deep understanding of regulatory requirements.

Client Services Associate

<h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">Job Location - Gurgaon (On site)</h2>Team: Global Service Processing, Client ServicesThe Senior Associate, Global service processing (GSP), plays a crucial role in managing and executing client-related processes, particularly focusing on bulk updates, deceased and bankruptcy cases, Client account terminations and GDPR compliance activities. This position requires a detail-oriented professional with strong analytical skills and a deep understanding of regulatory requirements.<h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Key Responsibilities:</h3><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Bulk Updates Management:</li><li class="leading-relaxed">Coordinate and execute bulk updates to client records, ensuring accuracy and compliance with internal policies.</li><li class="leading-relaxed">Collaborate with IT and other departments to ensure all bulk requests are processed correctly.</li><li class="leading-relaxed">Deceased and Bankruptcy Case Handling:</li><li class="leading-relaxed">Manage and process cases involving deceased clients and bankruptcies, ensuring all legal and procedural requirements are met.</li><li class="leading-relaxed">Liaise with legal teams, external partners, and family members to facilitate smooth transitions and resolve any issues.</li><li class="leading-relaxed">GDPR Compliance Activities:</li><li class="leading-relaxed">Ensure all client data management activities like DSAR, FSCS, Individual rights, comply with GDPR and other relevant data protection regulations.</li><li class="leading-relaxed">Client Offboarding / Account Terminations:</li><li class="leading-relaxed">Ensure the entire client offboarding process is executed with diligence and procedures are followed accurately and in a timely manner.</li><li class="leading-relaxed">Coordinate with internal departments such as Compliance, Legal, and Operations to ensure all client exit activities meet regulatory and company standards.</li><li class="leading-relaxed">Client services:</li><li class="leading-relaxed">Address client inquiries and concerns promptly, ensuring a high level of client satisfaction. Processing client requests through CRM tickets through collaboration with internal operations.</li><li class="leading-relaxed">Process Improvement:</li><li class="leading-relaxed">Identify opportunities for process improvements and implement solutions to enhance efficiency and effectiveness.</li><li class="leading-relaxed">Stay updated on industry trends and regulatory changes to ensure best practices are followed.</li></ul><h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Qualifications:</h3><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Bachelor’s / Masters degree in Business Administration, Finance, or a related field.</li><li class="leading-relaxed">Minimum of 3-5 years of experience in client services or Operations, preferably within the financial services industry.</li><li class="leading-relaxed">Strong understanding of GDPR and other data protection regulations.</li><li class="leading-relaxed">Experience of working with Global organizations and multiple time zones</li><li class="leading-relaxed">Experience with CRM and client management systems.</li><li class="leading-relaxed">Strong understanding of Client life cycle processes</li><li class="leading-relaxed">Ability to work independently and as part of a team in a fast-paced environment.</li></ul><h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Preferred Skills:</h3><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Knowledge of legal processes related to deceased and bankruptcy cases.</li><li class="leading-relaxed">Excellent communication and interpersonal skills.</li><li class="leading-relaxed">Strong problem-solving skills and attention to detail</li><li class="leading-relaxed">Advanced Excel</li></ul><h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">We get curious people invested in the world</h3>When you work at Saxo, you become a Saxonian and part of a purpose-driven organisation, where good ideas are always taken seriously, and where you can make a true impact. We are invested in your development, and you can expect a robust career from day one when you join Saxo – no matter which role you take on.You will join 2,500 other ambitious colleagues across 15 countries and become part of an international organisation. Working in Saxo, you will get to meet colleagues from many different cultures and backgrounds, and you should know that we value diversity and inclusion and see it as a genuine source of strength to drive growth, foster innovation and position us for long-term success.We encourage an open feedback culture and supportive team environments enabling employees to grow and fulfil their career aspirations.When you bring passion, curiosity, drive and team spirit, your learning journey will be dynamic and your career opportunities in Saxo will be immense.At Saxo we don’t just offer a job – we offer an opportunity to invest in your future!

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Zinnia is a leading technology platform accelerating life and annuities growth, simplifying insurance with innovative solutions and data. We manage over $180 billion in assets, serving 100+ carriers and 2 million policyholders. The Learning Partner will develop and execute self-paced, blended, and instructor-led training. This role involves building and delivering learning experiences for new and seasoned Operations associates, reporting to the Senior Manager of Learning & Development.

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

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WHO WE ARE:Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.WHO YOU ARE:Are you enlivened by uncovering problems and solving them? Are you obsessed with going the extra mile and sharing ownership? Our Learning Partner role might be the right fit for you! Reporting into the Senior Manager of Learning & Development, this person will be responsible for developing and executing self-paced, blended, and instructor-led training. The right person will help us build and deliver learning experiences for newly hired and seasoned Operations associates.WHAT YOU’LL DO:<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Support the design, development, and maintenance of training materials used during New Associate Onboarding and for upskilling seasoned associates.</li><li class="leading-relaxed">Apply the basic principles of adult learning theory to identify options and recommend the most appropriate learning strategy to meet business and performance objectives.</li><li class="leading-relaxed">Scope, design (include storyboards), develop, and deliver creative, learner-centered training programs to support multiple modalities, including synchronous and asynchronous remote learning, in-person classroom learning, interactive e-learning modules and simulations, videos, facilitator guides, student guides, job aids, and resource materials.</li><li class="leading-relaxed">Design instruction that reflects an understanding of the diversity of learners and groups of learners.</li><li class="leading-relaxed">Collaborate with stakeholders and other members of Learning & Development on projects to ensure effective training design and delivery.</li><li class="leading-relaxed">Foster a culture of continuous learning and autonomy, providing resources and tools for self-directed learning.</li><li class="leading-relaxed">Design simple yet refined programs that proactively address Operations’ needs regarding training for lines of business, systems, and soft skills.</li><li class="leading-relaxed">Provide improvements and revisions to existing materials based on SME feedback.</li><li class="leading-relaxed">Act as a trusted partner to the business and regularly conduct ongoing training needs assessments that result in strong solution roadmaps. You will balance innovation with not reinventing the wheel.</li><li class="leading-relaxed">Actively participate and/or facilitate in-person or virtual meetings to support learning projects.</li></ul>WHAT YOU’LL NEED:<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">5+ experience in a learning and development, instructional design, or training role with strong knowledge of training approaches, learning technology, DE&I, and content creation.</li><li class="leading-relaxed">Advanced level proficiency in designing and developing content using e-learning tools such as Articulate Storyline, Camtasia, Adobe Photoshop, and learning management systems.</li><li class="leading-relaxed">You're a stellar verbal and written communicator who has exceptional interpersonal skills and can clearly present ideas to diverse audiences.</li><li class="leading-relaxed">Experience turning raw source material into visually appealing, and engaging learning experiences (simulations, gamification, etc.)</li><li class="leading-relaxed">You love utilizing data to generate ideas and measure individual and company progress.</li><li class="leading-relaxed">You pride yourself on being a trusted advisor to the business, and demonstrate high degrees of partnership across levels of the company.</li><li class="leading-relaxed">Ability to collaborate with experienced professionals to ensure course development of sophisticated concepts is accurate, concise, and clear.</li><li class="leading-relaxed">Project and time management skills, with ability to coordinate tasks and meet objectives with quality in a fast-paced, high-growth, and high-output environment.</li><li class="leading-relaxed">Exceptional attention to detail, vetting and refining each result to the highest quality.</li><li class="leading-relaxed">Aptitude towards maintaining progressive knowledge of the trends in instructional design, learning methodologies, and learning technology solutions.</li></ul>WHAT’S IN IT FOR YOU?At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability#LI-UM1

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