Senior Client Service Associate

About the job

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 behaviour and playing a pivotal role in driving the growth of our client base to further enhance the client experience.

Responsibilitie

• 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.