Client Support and Sales - Singapore

About the role

Saxo, a global investment bank founded in 1992, offers fully digitised self-trading and advisory solutions and has offices in Singapore among others. Its Client and Partner Service team is client-facing and covers all client types from retail to institutional, acting as the first point of contact for queries ranging from trading to funding. The Singapore role works closely with the global service team, which spans Denmark, India, the Netherlands and Singapore and covers 24/5.5 hours in 15 languages.

Key responsibilities

• Onboard clients and provide excellent service through inbound and outbound calls, chats and CRM cases
• Make cold calls to potential clients and help new clients with first funding and trades
• Handle client queries on trading platforms and products, funding, transfers, reporting, technical support and access administration
• Support the platform during errors or incidents and gather client feedback to improve the digital client journey
• Promote product benefits and value-add campaigns to clients
• Manage access administration, account updates and amendments, following a strategy of client segmentation then FIFO
• Take part in client events, seminars, expos and roadshows
• Follow the tiered service levels, use CRM and queue management according to team guidelines and SLAs, and escalate issues
• Work according to compliance rules and risk management, and contribute to Lean process meetings

Required profile

• Diploma holder with at least 1-2 years of customer service experience, preferably in financial services
• Good spoken and written English and Mandarin to serve Chinese clients
• Comfortable making outgoing cold calls and taking ownership of tasks and targets
• Able to work scheduled shifts from 6am to 6pm and overtime if necessary

Required skills

• Proficient use of CRM and queue management
• Some knowledge of capital markets products is an advantage

The company states it offers an attractive salary and benefits package and encourages applications through its online application form.