Account Services Senior Associate

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, ensuring accuracy and timely execution of all client-related processes.

Must Have

• Coordinate and execute bulk updates to client records, ensuring accuracy and compliance.
• Ensure all client data management activities comply with GDPR and other data protection regulations.
• Execute the entire client offboarding process with diligence and accuracy.
• Coordinate with internal departments to ensure client exit activities meet standards.
• Address client inquiries and process requests through CRM tickets.
• Identify opportunities for process improvements and implement solutions.
• Stay updated on industry trends and regulatory changes.

Good to Have

• Knowledge of legal processes related to deceased and bankruptcy cases.
• Excellent communication and interpersonal skills.
• Strong problem-solving skills and attention to detail.
• Advanced Excel proficiency.

Perks & Benefits

• Investment in your development and a robust career path.
• Opportunity to join an international organization with 2,500 colleagues across 15 countries.
• Valuation of diversity and inclusion.
• Open feedback culture and supportive team environments.
• Dynamic learning journey and immense career opportunities.

Job Title: Senior Client Service Associate

Location: Gurgaon

Team: Global Service Processing, Client Services

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.

Key Responsibilities:

• Bulk Updates Management:
• Coordinate and execute bulk updates to client records, ensuring accuracy and compliance with internal policies.
• Collaborate with IT and other departments to ensure all bulk requests are processed correctly.
• GDPR Compliance Activities:
• Ensure all client data management activities like DSAR, FSCS, Individual rights, comply with GDPR and other relevant data protection regulations.
• Client Offboarding / Account Terminations:
• Ensure the entire client offboarding process is executed with diligence and procedures are followed accurately and in a timely manner.
• Coordinate with internal departments such as Compliance, Legal, and Operations to ensure all client exit activities meet regulatory and company standards.
• Client services:
• Address client inquiries and concerns promptly, ensuring a high level of client satisfaction. Processing client requests through CRM tickets through collaboration with internal operations.

• Process Improvement:
• Identify opportunities for process improvements and implement solutions to enhance efficiency and effectiveness.
• Stay updated on industry trends and regulatory changes to ensure best practices are followed.

Qualifications:

• Bachelor’s / Masters degree in Business Administration, Finance, or a related field.
• Minimum of 3-5 years of experience in client services or Operations, preferably within the financial services industry.
• Strong understanding of GDPR and other data protection regulations.
• Experience of working with Global organizations and multiple time zones
• Experience with CRM and client management systems.
• Strong understanding of Client life cycle processes
• Ability to work independently and as part of a team in a fast-paced environment.

Preferred Skills:

• Knowledge of legal processes related to deceased and bankruptcy cases.
• Excellent communication and interpersonal skills.
• Strong problem-solving skills and attention to detail
• Advanced Excel

We get curious people invested in the world

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!

How to apply :

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

Welcome to Saxo Bank

About Saxo Bank

Support our purpose

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.

Be part of a unique journey

Do you want to work for an extremely ambitious organisation at the cutting edge of banking and technology? You’ll be joining a company that:

. Continuously strives to improve the Saxo Experience and exceed our clients’ expectations.

. Always invests in the future

. Builds unrivalled platforms for seasoned and experienced investors and wholesale clients that provide real-time access to global capital markets.

. Consistently wins the highest accolades for our platforms, products and services.

Own your future

So, if you’re up for the challenge of breaking down barriers in global financial markets, we’re always looking for ambitious and enthusiastic people who share our passion for clients, technology and innovation and can bring new perspectives to our diverse team.

For more on our story, culture and identity, please read the Saxo Bank Foundation, written by our CEO and founder Kim Fournais.

More about Saxo Bank

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