Senior Client Service Associate

Overview

The Senior Client Service Associate is the face of Saxo towards clients, executing professional client service that drives positive NPS, adheres to service processes, and supports growth of the client base.

What you'll do

• Evaluate potential clients' readiness to convert into active clients and integrate with Saxo Bank's new capabilities.
• Manage administrative tasks efficiently to convert leads into new trading clients (NTC), ensuring a smooth transition.
• Assist in the onboarding process, ensuring accuracy and adherence to all policies and procedures.
• Ensure all activities are conducted prudently and in compliance with company policies and procedures.
• Collaborate with global sales, asset champions, onboarding, compliance, and sales trading teams to enhance the client experience.
• Engage proactively with existing clients to add value and drive growth in existing client Total Relationship Earnings (TRE).
• Service clients within the structure and processes in Global Client Services.
• Handle VIP client requests with priority.
• Handle other tasks assigned, including training and feedback, and ad hoc tasks from the leader, including planning and execution of these tasks.
• Handle inbound phones, outbound phones, e-mail and CRM cases.
• Set up tiered clients, with focus on tier 1 and below clients.

What you'll need

• Outmost professionalism, integrity and trustworthiness.
• Curious, collaborative and outgoing, thriving in different environments.
• 3-5 years of experience 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.
• Strong commitment to delivering exceptional service to clients.
• Strong knowledge and direct experience in equities, foreign exchange (FX), and derivatives/margin-based products.
• Excellent stakeholder management across Saxo Bank.
• Basic mathematical skills, with the ability to perform simple calculations during client interactions without the use of calculators.
• Team player willing to share experience and ideas and 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 ensure adherence to all compliance policies and procedures.
• Comfortable working in a shift window of 24/5 rotational shifts.

Nice to have

• Knowledge or hands-on experience within some of the listed areas: equities, foreign exchange (FX), and derivatives/margin-based products.

Details

• Location: Gurugram (Onsite).
• Shift work: 24/5 rotational shifts.