Customer Services Associate

Customer Services Associate

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 Associateis to support the team in those daily activities.

Main tasks

Operational support: Provide support in cases checks and follow-up

Client Services (Client / Partner Management): Have direct contact with partners at all stages of all operations and ensure follow-up of all client requests;

Develop and 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); Handle transactions (check, key, match and execute).

Business Processing: Execute/Perform services for our external clients/partners in respect of the Service Level Agreement (SLA).

Coordinate smooth running of the tasks required to complete the customer's request, while complying with service quality and deadlines

Build long lasting professional relationships

In-house coordination with: Sales, Wealth Planning, Compliance, Products, Unlisted Team and Tax & Legal

Others: Any other duties that would be given by the manager or due to a circumstance in the interest of the business.

Profile

-        Bachelor Degree in Business Administration, Finance or Economics

-        A similar experience of 2/3 years in the banking/insurance industry

-        AML/KYC skills (collection and analysis of documents)

-        Analytical skills

-        Eager to learn

Recruitment Process

Interested candidates should submit their application, only your CV, to the following email address at

OneLife. Several reasons

OneLife exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 35 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 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.