Senior Account Officer
il y a 3 semaines
**About Lombard International Group
Lombard International Group is a leading provider of global wealth and succession planning solutions with 30+ years’ experience. We have the strength and expertise to help high net worth and ultra-high net worth individuals, their families and institutions to protect, preserve and pass on their legacy to future generations.
It is in our nature to constantly innovate We love what we do, quickly adapt, and we are agile, as well as being committed to serve our partners and clients across the globe with Best-in-Class wealth solutions and tailored services.
The Group serves over 15 markets across Asia, Europe and Latin America, providing multi-jurisdictional, unit linked life insurance and annuities on a global basis, with a deep understanding of local regulations, cultures and attitudes.
European assets under administration are of €46.3 billion (as at 31 December 2022). Our global team of almost 600 employees includes more than 60 technical experts specializing in multiple jurisdictions.
Funds managed by Blackstone own Lombard International. Blackstone Group L.P. is one of the world’s leading investment firms.
**At Lombard, it is in our nature to innovate
**We love what we do, quickly adapt, and we are agile, to bring out the very best in what we do
**Your role - Are you ready for a challenge?
Your responsibilities will be as follows:
- Provide daily support to Partners, Clients and Sales colleagues;
- Handle daily workload in an accurate and timely manner meeting, exceeding where possible the Service Standards;
- Accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management;
- Proactively follow up and monitor all transactions and queries received from both internal and external parties;
- Manage risk within your area of responsibility including adherence to Corporate Policy on Compliance and Risk;
- Respect the planning established by your line manager in relation to business activities;
- Follow instructions and process information accurately and in a timely manner;
- Prioritise multiple tasks while remaining calm and positive under pressure; Maintain an on-going awareness of service, propose suggested improvement to your line manager and ensure quality improvements are made, as agreed.
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The Senior Account Officer is accountable for the following:
- Perform accurate and timely processing of onboarding and 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 collaborative 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 Senior Account Officer - International Market?
- University Degree in Economics, Finance, Business Management or any other relevant field and/or relevant experience in Client Services in the insurance sector
- 5-10 + years’ experience in Finance and/or Insurance
- Strong team player with excellent organisational and analytical skills
- Strong people management skills with excellent listening and communication skills
- 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 prioritisation skills, flexible, reliable and responsible in challenging situations
- Decisive and capable of working independently
- Strong client service focus, solutions oriented and capable of ensuring a high service level to clients
- 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
- Aware of developments within the financial/insurance sector in general and competent in dealing with transfer requests and financial instruments
- Good command of MS office products
- Fluent in English Other European languages are an asset
**We offer you
An exciting opportunity to build a network of contacts across the organization in a collaborative and diverse workplace. At Lombard International we have a diverse team of over 40 nationalities. We are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy recognition and rewarding packages. We also offer you the possibility to shape your professional career in line with your own goals and the opportunity to work with the top talent in the industry. The work can be challenging but Lombard International is always a great place to work. We are committe
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