Customer Services Trainee
This opportunity could change your life!
The mission:
The Customer Services includes client servicing and policy servicing activities. The Customer Services manage clients and partners requests, in particular by answering to their calls, e-mails, letters, etc. as well as checking, encoding, executing their transactions in the policy administration system. The role of the Customer Services Trainee is to support the team in those daily activities.
Main objectives of the role:
- Operational support : Provide support in cases checks and follow-up.
- Client Services (Client / Partner Management): Have direct contact with partners, custodian banks and assets managers, ensure follow-up of client requests; maintain excellent relationships with key business partners in all markets through proactive and reactive contacts.
- Policy Management (Operations): Handle transactions documents (sort, identify, split, index (create/link case) and archive documents); execute a daily control on premiums, be in charge of the account openings, maintain and update bank accesses, be in charge of the investment strategy confirmation to the asset managers, manage corporate actions.
- Business Processing: Execute/Perform services for our external clients/partners in respect of the Service Level Agreement (SLA).
- Reporting: Prepare, check and send statements, tax statement, transaction confirmation letter, etc.
- Others: Any other duties that would be given by the manager or due to a circumstance in the interest of the business.
Profile of our future teammate:
- Bachelor Degree in Business Administration, Finance or Economics
- Experience as student/trainee in the banking/insurance industr
- Analytical skills
- Eager to learn
- Capable of working independently as well as within a team
- Knowledge of Microsoft Office Tools
- Fluent French and good knowledge in English (written and spoken)
Are you interested in working for a growing Luxembourg based life insurance company?
Jump into the adventure and join a team with a supportive and collaborative working environment. We encourage all applications and would be pleased to welcome you for an interview.
OneLife. Several reasons
OneLife exists to overturn conventional attitudes to life assurance. As a specialist in this area with more than 30 years’ experience, we develop cross-border financial planning solutions for wealthy clients across Europe and beyond.
Whether it’s a question of long-term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs.
Together with a solid network of select partners — including private banks, family offices and independent financial advisers — our dynamic team of international experts offers a fresh approach that helps understand and anticipate the needs of wealthy clients in a world of change.
With EUR 9 bn in assets under management, OneLife is a member of Groupe APICIL, the third largest social protection group in France, engaged in health and life insurance, pensions, savings products and related financial services.
