Feb 24, 2024

Client Service Associate

Full time Insurance

Job Description

About the job:
 

We get curious people invested in the world.

 

We believe access to global capital markets is not only for the privileged few. Our vision is to enable people to fulfill their financial aspirations to make an impact. That is why we use the power of technology to deliver clients what they need, when they need it in a user-friendly and personalized experience.

 

Are you a passionate, service-minded professional looking for your next opportunity with international exposure?

We are continuously looking for Client Service Associates to join our Client Service team located at our HQ in Copenhagen. In this role you will take part in providing first-in-class client experience in an environment where digital engagement is ever changing. We are dealing with a great variety of clients from individuals to institutional. As our new Client Service Associate, you will be assisting clients with a broad array of queries ranging from trading to funding related questions.

Our Client Service team consists of 200+ employees spread across nine locations servicing all client types. The team’s overall purpose is to drive the global distribution and services of products towards clients of Saxo across all entities throughout the world.


It´s important, that you are fluent both verbal and written, in at least two languages. Please indicate your language skills when applying.

Our most used languages are:

  • English

  • Danish, Swedish, Norwegian and other Nordic languages

  • Italian

  • Czech

  • Slovakian

  • Polish

  • Spanish

  • Portuguese

A few words from our Head of Client Service, Cæcilie Marie Sommer on the role in her team:

 

"Working in Client Services is a great opportunity to learn about investments, build experience in the financial services industry and develop professional skills in communicating with all types of clients around the globe".

Responsibilities:
 

As our new Client Service Associate, you take pride in walking the extra mile to ensure that our clients’ needs and requests are fulfilled and answered. However, there are no expectations for you to be able to answer all the questions from the day one. We will provide the needed onboarding and continuously train you to be able to independently assist the clients.
 

Becoming a part of Client Service, you act as an ambassador for Saxo and therefore it is essential that you always thrive to deliver a best-in-class client experience and leaving the clients on a positive note. 

Your tasks will include:

  • Advise and assist our clients on our wide product range across all asset classes

  • Act as our client facing specialist with extensive knowledge of our industry leading trading platforms

  • Ensure regulatory compliance through execution of global governance

  • Always act in the best interest of our clients and Saxo

  • Increase client digital interaction with Saxo

 

Your profile: 

  • 2+ years of experience in a client-facing role

  • Preferably education related to service, finance, business or similar

  • Knowledge of the financial industry and products

  • Fluent in English and one other language - written and verbal

  • Motivated by clear goals and thrive with having transparent performance indicators

  • Great communicative skills with excellence in both conveying specialist knowledge as well as simple instructions

Our hiring process:
Please note that while we are actively seeking qualified candidates and aim to engage in ongoing conversations with potential applicants, there may not be an immediate job opening. We value building connections with talented individuals and believe in fostering relationships for both future and current opportunities.

Your application will be carefully reviewed, and we appreciate your understanding that our current hiring needs may not align with the timing of your application. We encourage you to submit your resume, and we look forward to the possibility of connecting with you.


We offer:
 

The global sales organisation is responsible for growing total realized earnings and assets under management through acquisition of new direct and wholesale clients, as well as through activation of the already existing client relationships, cross- and up-selling, and development of global partnerships.

We aim to be digital-first and implement world-class digital engagement for all our clients and partners and focus on the human touch for our top clients and partners. This ensures that our teams in local offices spend their time on the most value-adding tasks with our partners and top direct clients.
 

We aspire to be a non-hierarchical, purpose-driven organisation. At Saxo, it is not about entitlement; it is about impact – no matter where you sit in the organisation. A good idea is always taken seriously and you can truly make a difference.
 

When you work here, you become a Saxonian. Obviously you will get an attractive compensation package. But we also invest in your personal development and offer you large responsibility from day one. We encourage an open feedback culture and a supportive team environment. If you show a collaborative spirit, drive and passion, your learning curve will be steep and your (international) career opportunities with Saxo immense.
 

At Saxo we don’t just offer a job – we offer an opportunity to invest in your future!


How to apply:

Click the Apply button to create an account and upload your resume (and a short motivation). We look forward to getting to know you better!