Client Services Associate

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Job Summary

Job Description

As a Junior Investment Specialist at Saxo Bank in Amsterdam, you will join a dynamic team of over 65 Investment Specialists. Your role involves assisting investment clients with platform usage and answering questions about various investment products like options, turbos, and futures, strictly within 'Execution Only' guidelines. You will provide product information, share market insights, and support clients with KYC/ODD data. The position requires a strong interest in financial markets, a problem-solving attitude, and a commitment to continuous learning through structured training.
Must have:
  • Assist clients with platform usage and information access.
  • Answer questions on investment products (options, turbos, futures).
  • Provide information on Saxo Bank products.
  • Inform clients about market events (Execution Only).
  • Support clients with KYC and ODD data.
  • Fluent in Dutch (CEFR/IELTS C1+).
  • Organized, eager to learn, and good at multitasking.
  • Enthusiastic, curious, and problem-solving.
  • Completed high school education.
  • Interest in investing and financial markets.
Perks:
  • Investment in professional development and career growth.
  • Opportunity to work in an international organization.
  • Exposure to diverse cultures and backgrounds.
  • Open feedback culture and supportive team environments.
  • Dynamic learning journey and career opportunities.

Job Details

Client Services Associate

The economy is always in motion, and what happens at the macroeconomic level has a major impact on the stock market. Are interest rates going up or down? How does this affect the stock market? And what does consumer confidence mean for the current situation on the stock market? If you are truly interested in financial markets and helping our investment clients energizes you, then read on!

As a Junior Investment Specialist, you will be part of a dynamic team of over 65 Investment Specialists. We support global Sales campaigns and work to increase customer satisfaction (NPS - Net Promoter Score).

You will receive structured training to develop your investment knowledge and expertise. As you learn more, you will answer customer questions about investment products such as turbos, futures, and options. You will provide product information within the scope of 'Execution Only' without giving advice to our clients. You will share insights and keep clients informed about current market events. You will build strong relationships, exceed customer expectations, and expand your knowledge of the investment world.

What you will do:

  • Help clients access information and use our platform; answer questions about investment products such as options, turbos, futures, and trading systems.
  • Provide information about Saxo Bank products, such as Self-investing and Autoinvest, and proactively offer them.
  • Talk to clients about investment opportunities and inform them about current market events within the scope of 'Execution Only' without giving advice.
  • Support clients in providing data related to KYC and ODD.
  • Follow internal training and courses, such as DSI Securities Trader and DSI Integrity, to increase your knowledge and skills.

Your profile:

  • Fluent in Dutch, so you can effectively help our customers (CEFR/IELTS level C1 and higher).
  • Organized, eager to learn, and good at multitasking.
  • Enthusiastic about helping customers, with a curious and problem-solving attitude.
  • Completed high school education, such as MBO, junior college, lycée high school, A-levels or secondary level 2.
  • Affinity or interest in investing and financial markets.

What we offer:

At Saxo, you get the chance to become a Saxonian and be part of a purpose-driven organization, where good ideas are taken seriously, and where you can truly make an impact. We invest in your development, and from day one, you get the chance to build a great career.

You will join 2,500 ambitious colleagues in 15 countries and become part of an international organization. As a Saxonian, you will meet colleagues from different cultures and backgrounds. We value diversity and inclusion.

We encourage an open feedback culture and supportive team environments, so employees can grow and fulfill their career ambitions. With passion, curiosity, drive, and team spirit, your learning journey will be dynamic, and your career opportunities at Saxo will be immense. At Saxo, we don't just offer a job in the financial world, but also an opportunity to invest in your future!

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About The Company

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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