Responsibilities:Responsible for providing excellent customer service to all clients through Inbound and Outbound Calls, Chats, and CRM cases.Work by strategy for case management prioritized by client segmentation, then FIFO for all work unless specified differently.Technical support and access administration.Assist clients on funding and transfers.Trading Platform and Product assistance and queries.Client Reporting.Client data maintenance.Account updates and amendments.Responsible for handling and distributing incoming support and incident questions.Service Level Mandate:Know and understand our customer needs.Gain and maintain product knowledge.Use of all trading platforms and client tools proficiently.Understand and apply the tiered service level to all client queries regardless of inception.Fully competent in CRM usage and queue management, according to Team guidelines and SLAs while maintaining ownership of escalated issues.Understand the client life cycle stages in CRM and related processes.Initiate new or update existing WINs and procedures.Gain awareness and knowledge on new innovations and products.Work according to compliance rules, regulations, and understanding of risk management.Actively take part in and act as a driver in Lean processes and meetings.Your Profile:Minimum Diploma holder, with at least 1 2 years of customer service experience, preferably within the Financial Services industry. Some knowledge of various Capital Markets products will be an added advantage.Ability to follow clear guidelines and ensure adherence to all compliance policies and procedures.Ability to take ownership of set tasks & targets.Passion for providing excellent Customer Service.Professional disposition with an outgoing personality.Able to work as part of a team and independently when necessary.Capable of multitasking and meeting deadlines in a dynamic environment.Diligent with great attention to detail.Strong organizational skills and able to prioritize.We get curious people invested in the worldWhen you work at Saxo, you become a Saxonian and part of a purpose-driven organization, 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 15 countries and become part of an international organization. Working at Saxo, you will get to meet colleagues from many different cultures and backgrounds, and you should know that we value diversity and inclusion 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 fulfill their career aspirations.When you bring passion, curiosity, drive, and team spirit, your learning journey will be dynamic, and your career opportunities at Saxo will be immense.At Saxo, we dont just offer a job we offer an opportunity to invest in your future!How to apply:Click here to create an account and upload your resume and a short motivation. We look forward to getting to know you better! #J-18808-Ljbffr
Job Title
Client Service Associate