Account Officer – Iberia and Latam
Lombard International
- Luxemburg
- Unbefristet
- Vollzeit
- 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
- 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.
- Any other European language will be considered as an asset
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