Senior Client Service Associate

Job Location - Gurgaon (On site)

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.
• Deceased and Bankruptcy Case Handling:
• Manage and process cases involving deceased clients and bankruptcies, ensuring all legal and procedural requirements are met.
• Liaise with legal teams, external partners, and family members to facilitate smooth transitions and resolve any issues.
• 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!