Account Officer – Iberia and Latam. Luxemburgo

Your role – Are you ready for a challenge?

The Account Officer is responsible for providing daily support to Partners, Clients and Sales colleagues, handling daily workload in an accurate and timely manner meeting, exceeding where possible the Service Standards.

The Account Officer may help the team to support additional/exceptional workload.

Your responsibilities will be as follows:

    Act as the person of contact for any partner and client queries received by email, fax, post or by telephone

    Take the necessary action to respond in an effective, professional and timely manner to the queries received by telephone, email or post from several partners, clients or sales colleagues consistently ensuring a high level of service

    Perform accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management

    Assist in processing the due diligence review of transactions in line with corporate standards

    Develop and maintain a strong working relationship with our sales consultants and all partners

    Maintain an ongoing awareness of services, review procedures and ensure quality improvements are made as required

Your profile – Have you got what it takes to become our  Account Officer – Iberia and Latam ?

    University Degree in Economics, Finance, Business Management or any other relevant field and/or relevant experience in Client Services

    Relevant experience in Finance or Insurance

    Aware of developments within the financial/insurance sector in general and competent in dealing with queries relating to funds and financial instruments

    Strong team player with excellent organisational and analytical skills

    Ability to work independently while keen to work as part of a team and support colleagues when needed

    Be able to clearly and comprehensively outline complex issues both verbally and in writing

    Multi-task efficiently between routine tasks and urgent queries, ensuring accuracy and timeliness in all your duties

    Strong prioritization skills, flexible, reliable and responsible in challenging situations

    Strong client service focus, solutions oriented and capable of ensuring a high service level to clients

    Take personal pride in delivering high quality service to internal and external clients

    Ability to demonstrate a high level of initiative and problem-solving capabilities

    Willing to make the extra effort as required

    Ability to work in a regulated environment and to respect the external and internal guidelines

    Ability to maintain performance and positive relationships in stressful/challenging situations

    Agility and pragmatism in a complex and changing environment

    Good command of MS office products

    Fluency in Portuguese, Spanish and English is required.

Additional assets:

    Any other European language will be considered as an asset