Client Service Associate, Client Management

Saxo; Gurugram District; Sur place; INR 600 000 - 900 000; Plein temps

Résumé du poste

Saxo in Gurugram (on-site) is seeking an Associate, Client Management to handle client-related processes, including bulk updates, probate and bankruptcy cases, and GDPR compliance. The role requires meticulous attention to detail and strong analytical skills to ensure regulatory requirements are met.

The successful candidate will manage CRM data, liaise with legal and compliance teams, and support client relationships while driving process improvements in a fast-paced financial services

Qualifications

• Experience with CRM systems and data analytics tools.
• Knowledge of legal processes related to deceased and bankruptcy cases.
• Bachelor's degree in business administration, Finance, or a related field.
• 2–3 years of client management experience, preferably within the financial services industry.
• Strong GDPR knowledge and data protection regulation awareness.

Responsabilités

• Bulk Updates Management: Coordinate and execute bulk updates to client records, ensuring accuracy and compliance with internal policies.
• Probate and Bankruptcy Case Handling: Manage and process cases involving deceased clients and bankruptcies, ensuring all legal and procedural requirements are met.
• GDPR Compliance Activities: Ensure all client data management activities comply with GDPR and other data protection regulations.
• Client Relationship Management: Maintain strong relationships with clients, providing exceptional service and support.
• Process Improvement: Identify opportunities for process improvements and implement solutions to enhance efficiency and effectiveness.

Connaissances

CRM systems

Data analytics tools

GDPR knowledge

Attention to detail

Communication skills

Formation

Bachelor's degree in business administration, Finance, or related field

Outils

CRM software

Data management software

Description du poste

Job Summary

Location - Gurugram (On-site)

The Associate, Client Management, plays a crucial role in managing and executing client-related processes, particularly focusing on bulk updates, deceased and bankruptcy cases, and GDPR compliance activities. This position requires a detail-oriented professional with strong analytical skills and a deep understanding of regulatory requirements.

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 streamline processes and improve data management systems.
• Probate 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 comply with GDPR and other relevant data protection regulations. Conduct regular audits and reviews of data handling processes to identify and mitigate risks.
• Client Relationship Management: Maintain strong relationships with clients, providing exceptional service and support. Address client inquiries and concerns promptly, ensuring a high level of client satisfaction.
• 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.

Your Profile

• Experience with CRM systems and data analytics tools.
• Knowledge of legal processes related to deceased and bankruptcy cases.
• Bachelor's degree in business administration, Finance, or a related field.
• Minimum of 2-3 years of experience in client management, preferably within the financial services industry.
• Strong understanding of GDPR and other data protection regulations.
• Strong problem-solving skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in data management tools and software.
• Ability to work independently and as part of a team in a fast-paced environment.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.