Client Service Associate, Client Management

saxobank; Gurugram District; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Saxo Bank is seeking a diligent Client Management professional for on-site work in Gurugram. You will coordinate bulk updates to client records, manage probate and bankruptcy cases, and oversee GDPR compliance while maintaining strong client relationships.

Ideal candidates have 2–3 years in client management within financial services, with a solid grasp of GDPR and data protection. Strong communication and independent teamwork are essential in a fast-paced environment.

Qualifications

• Experience with CRM systems and data analytics tools.
• Knowledge of legal processes related to deceased and bankruptcy cases.
• 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.

Responsibilities

• Bulk Updates Management: Coordinate and execute bulk updates to client records, ensuring accuracy and policy compliance.
• Probate and Bankruptcy Case Handling: Manage and process cases involving deceased clients and bankruptcies, coordinating with legal teams and families.
• GDPR Compliance Activities: Ensure compliance with GDPR and data protection regulations through audits and process reviews.
• Client Relationship Management: Maintain strong relationships and respond to inquiries to ensure client satisfaction.
• Process Improvement: Identify opportunities and implement improvements to increase efficiency and effectiveness.

Skills

CRM systems experience

Data analytics literacy

Strong communication

Independence + teamwork

Education

Bachelor's degree in business/finance

Tools

CRM software

Data management tools

Job description

Location - Gurugram (On-site)

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.

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!