Senior Client Service Associate

undefined ago • 2-5 Years

Job Summary

Job Description

The Senior Client Service Associate (SCSA) is the face of Saxo towards Clients. The main responsibility of the position is to execute client service in a Professional manner driving positive NPS, adhering to the service processes and displaying compliant behavior and playing a pivotal role in driving the growth of our client base to further enhance the client experience. Key responsibilities include prospect assessment, lead conversion, client onboarding, policy compliance, specialist engagement, and client activation, with a focus on servicing VIP and tiered clients through various channels like phone and email.
Must have:
  • Execute professional client service to drive positive NPS.
  • Adhere to service processes and maintain compliant behavior.
  • Evaluate prospects and manage lead conversion to new trading clients.
  • Assist in client onboarding, ensuring accuracy and policy adherence.
  • Collaborate with internal teams to enhance client experience.
  • Proactively engage clients to drive growth in Total Relationship Earnings.
  • Handle VIP client requests and manage inbound/outbound calls, emails, CRM cases.
  • Demonstrate professionalism, integrity, and trustworthiness.
  • Possess strong knowledge in equities, FX, and derivatives/margin-based products.
  • Exhibit excellent stakeholder management and basic mathematical skills.
  • Be a team player with strong communication and a proactive, growth-oriented mindset.
  • Comfortable working 24/5 rotational shifts and ensuring compliance.
Perks:
  • Investment in your development
  • Robust career from day one
  • Opportunity to join an international organisation across 15 countries
  • Exposure to diverse cultures and backgrounds
  • Value diversity and inclusion
  • Open feedback culture and supportive team environments
  • Dynamic learning journey
  • Immense career opportunities

Job Details

Location - Gurugram (Onsite)

The Senior Client Service Associate (SCSA) is the face of Saxo towards Clients. The main responsibility of the position is to execute client service in a Professional manner driving positive NPS, adhering to the service processes and displaying compliant behavior and playing a pivotal role in driving the growth of our client base to further enhance the client experience.

Key Responsibilities

  • Prospect Assessment: Evaluate potential clients' readiness to convert into active clients and integrate with Saxo Bank's new capabilities.
  • Lead Conversion: Manage administrative tasks efficiently to convert leads into new trading clients (NTC), ensuring a smooth transition.
  • Client Onboarding: Assist in the onboarding process, ensuring accuracy and adherence to all policies and procedures.
  • Policy Compliance: Ensure all activities are conducted prudently and in compliance with company policies and procedures.
  • Specialist Engagement: Collaborate with global sales, asset champions, onboarding, compliance, and sales trading teams to enhance the client experience.
  • Client Activation: Engage proactively with existing clients to add value and drive growth in existing client Total Relationship Earnings (TRE).
  • The position is mandated to Service clients within the structure and processes in Global Client Services.
  • The SCSA also is mandated to handle VIP clients request with priority, and to the extend of other tasks being assigned (training/feedback), ad hoc from the leader, to handle the planning and execution of these tasks.
  • Inbound phones
  • Outbound phones
  • E-mail
  • CRM cases
  • Tiered client set up – with focus on tier1 and below clients

Your profile

As a person you are known for your outmost professionalism, integrity and trustworthiness. You are a curious, collaborative and outgoing person that thrives in different environments. It will be an advantage if you have knowledge or hands-on experience within some of the following areas:

  • Candidate with for 3-5 years for Senior Associate
  • Minimum of 2 years of experience in a sales or business development role, with a proven track record of meeting sales-based targets and KPIs.
  • You have a strong commitment to delivering exceptional service towards clients
  • Strong knowledge and direct experience in equities, foreign exchange (FX), and derivatives/margin-based products.
  • Display excellent stakeholder management across Saxo Bank.
  • Basic mathematical skills, with the ability to perform simple calculations during client interactions without the use of calculators.
  • A team player willing to share experience and ideas as well as having the ability to communicate at different levels in the organization
  • Proactive work style with a growth-oriented mindset.
  • 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
  • Comfortable in working in a Shift window - 24/5 rotational shifts.

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!

Similar Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

Similar Skill Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

Jobs in Gurugram, Haryana, India

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

Similar Category Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

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.

Gurugram, Haryana, India (On-Site)

Gurugram, Haryana, India (On-Site)

Gurugram, Haryana, India (On-Site)

Copenhagen, Denmark (On-Site)

Tokyo, Japan (On-Site)

Tokyo, Japan (On-Site)

Amsterdam, North Holland, Netherlands (On-Site)

View All Jobs

Get notified when new jobs are added by Saxo Bank

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug