Account Officer

il y a 1 semaine


Luxembourg City Lombard International Assurance S.A. Temps plein

About Lombard International Group

We are a leading provider of global wealth and succession planning solutions with 30+ years' experience, serving over 25 markets across the globe.

Our strength lies in our ability to constantly innovate and adapt, ensuring we provide best-in-class wealth solutions and tailored services to our partners and clients worldwide.

With European assets under administration of €46.3 billion (as at 31 December 2022) and a team of almost 600 employees, including over 60 technical experts specializing in multiple jurisdictions, we offer a unique opportunity for growth and development.

Funds managed by Blackstone own Lombard International, one of the world's leading investment firms.

For further information about us, please visit: www.lombardinternational.com

Your role – Are you ready for a challenge?

The Account Officer is responsible for providing daily support to Partners, Clients and Sales colleagues, handling daily workload in an accurate and timely manner meeting, exceeding where possible the Service Standards.

Responsibilities will include:

  • Acting as the primary point of contact for any partner and client queries received by email, fax, post or by telephone
  • Taking necessary action to respond effectively and professionally to queries received by telephone, email or post from several partners, clients or sales colleagues consistently ensuring a high level of service
  • Performing accurate and timely processing of policy transactions, servicing and query resolution during the life cycle of a policy, including document management
  • Assisting in processing the due diligence review of transactions in line with corporate standards
  • Developing and maintaining strong working relationships with our sales consultants and all partners
  • Maintaining ongoing awareness of services, review procedures and ensuring quality improvements are made as required

Your profile – Have you got what it takes to become our Account Officer – Iberia and Latam?

  • 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
  • Awareness of developments within the financial/insurance sector in general and competence 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
  • Clear and comprehensive communication skills both verbally and in writing
  • Multitasking efficiently between routine tasks and urgent queries, ensuring accuracy and timeliness in all duties
  • Strong prioritization skills, flexibility, reliability and responsibility in challenging situations
  • Strong client service focus, solutions oriented and capable of ensuring a high service level to clients
  • Personal pride in delivering high quality service to internal and external clients
  • High level of initiative and problem-solving capabilities
  • Willingness to make extra effort as required
  • Ability to work in a regulated environment and respect 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

We offer a competitive salary of approximately $80,000 per annum, depending on location and experience, plus benefits including:

  • Health insurance
  • Pension scheme
  • Generous holiday allowance

We are committed to extending equal employment opportunities to all individuals and value diversity in our workplace.



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