Senior Account Officer
il y a 4 semaines
Lombard International Group is a leading European provider of cross-border wealth, estate, and succession planning solutions. Our expertise spans over 30 years, and we offer award-winning solutions and services to our clients and their advisers. Our goal is to protect, preserve, and pass on wealth for future generations.
Our TeamWe have a dynamic international team of over 450 experienced wealth structuring specialists, subject-matter experts, and technical experts from 50 different nationalities, speaking over 30 languages. Our team is driven by a values-based culture of performance, ambition, and curiosity, where innovation is actively encouraged.
Our ServicesWe operate through two divisions: Insurance carrier and Distribution Companies. Our insurance carrier, Lombard International Assurance S.A., is a Luxembourg-based company specializing in manufacturing unit-linked life insurance solutions. Our distribution companies market and advise on unit-linked life assurance products manufactured by Lombard International Assurance S.A.
Job DescriptionThe Senior Account Officer - UK Market is responsible for ensuring the timely and effective day-to-day processing of onboarding and servicing activity for UK policies. This includes ensuring that all work items are processed in accordance with compliance obligations and within agreed service standards.
Key Responsibilities- Act as the primary point of contact for partner and client queries received by email, post, or telephone.
- Respond to queries in an effective, professional, and timely manner, ensuring a high level of service.
- Embrace a risk-aware mindset and identify any issues or risks, bringing them to management attention in a timely manner.
- Perform accurate and timely processing of policy transactions, servicing, and query resolution during the policy lifecycle, including document management.
- Assist in processing due diligence reviews of transactions in line with corporate standards.
- Develop and maintain strong working relationships with sales consultants and business partners.
- Maintain ongoing awareness of services, review procedures, and ensure quality improvements are made as required.
- University degree in Economics, Finance, Business Management, or a relevant field.
- A minimum of 5 years' experience working within the financial/insurance sector.
- Relevant experience in Client Services in the finance/insurance sector is an asset.
- Awareness of developments within the financial/insurance sector and competent in dealing with queries relating to funds and financial instruments.
- Ability to work in a challenging, fast-paced environment and excel in all aspects of the role.
- Strong prioritization skills and flexible, reliable, and responsible in challenging situations.
- Excellent interpersonal and communication skills, verbal and written.
- Ability to work independently and as part of a team, assisting colleagues as needed.
- Ability to demonstrate high levels of initiative and problem-solving capabilities.
- Willingness to make extra efforts as required.
- Native English speaker, with any other European language skills considered an advantage.
- Strong customer focus with a proven track record of implementing market-leading service improvements.
- Curiosity and ambition, with a willingness to propose thought-provoking and innovative ideas.
- Deep understanding of the risk and compliance environment.
- Proven track record of delivering best practice in operational processes and service delivery.
- Relevant AML/KYC certification.
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