Client Service Associate

5 days ago

Sydney, Australia Saxo Bank Full time

**Responsibilities**:

- Responsible in 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.
- Fully competent in CRM usage and queue management, according to Team guidelines and SLAs whilst maintain ownership of escalated issues.
- Understands the client life cycle stages in CRM and related processes.
- Initiate new or update existing WINs and procedures.
- Gain awareness and knowledge on new innovation and products.
- Work according to compliance rules, regulations and understanding of risk management.
- Actively take part in and act as driver in Lean process and meetings

**Your Profile**:

- Minimum Diploma holder, at least 1 - 2 years customer service experience preferably within Financial Services industry. Some knowledge of various Capital Markets products will have an added advantage
- Ability to follow clear guidelines and to ensure adherence to all compliance policies and procedures
- Ability to take ownership of set tasks & targets
- Has 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 and great attention to detail
- Strong organizational skills and able to prioritise

**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 15 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

**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

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