Client Service Associate, Client Management

Saxo Group; Gurugram District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Saxo Bank is hiring for a Client Operations Specialist in Gurugram to manage bulk client data updates, probate and bankruptcy case handling, and GDPR compliance. You will maintain strong client relationships and collaborate with IT and legal teams to ensure accuracy and regulatory alignment.

The role requires 2–3 years in client management within financial services, with experience in CRM systems and data analytics, and a solid understanding of GDPR.

Qualifications

• 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.
• Experience with CRM systems and data analytics tools.
• Knowledge of GDPR and other data protection regulations.
• Strong communication and interpersonal skills.

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.

Skills

CRM systems

Data analytics tools

GDPR knowledge

Client management

Regulatory compliance

Education

Bachelor’s degree in business administration, Finance, or a related field

Tools

CRM software

Data analytics tools

Job description

Location - Gurugram (On-site)

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 11 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!

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.

About Saxo Bank Support our purpose We believe access to global capital markets is not only for the privileged few. Our vision is to enable people to fulfil 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.

Be part of a unique journey Do you want to work for an extremely ambitious organisation at the cutting edge of banking and technology? You’ll be joining a company that:

• Continuously strives to improve the Saxo Experience and exceed our clients’ expectations.
• Always invests in the future
• Builds unrivalled platforms for seasoned and experienced investors and wholesale clients that provide real‑time access to global capital markets.
• Consistently wins the highest accolades for our platforms, products and services.

Own your future So, if you’re up for the challenge of breaking down barriers in global financial markets, we’re always looking for ambitious and enthusiastic people who share our passion for clients, technology and innovation and can bring new perspectives to our diverse team.

For more on our story, culture and identity, please read the Saxo Bank Foundation, written by our CEO and founder Kim Fournais. More about Saxo Bank