Client Services Officer

il y a 5 jours


Luxembourg OPTA COURTAGE S.A Temps plein

**Client Services Officer (h/f)**:
**Votre mission**:
Vous prendrez en charge la gestion de contrats d'assurance vie et interviendrez notamment sur les tâches suivantes:

- Maintien et développement de relations de qualité avec nos partenaires, internes ou externes, et notre clientèle
- Gestion administrative des contrats : nouvelles souscriptions, contact écrit et oral avec les clients et les partenaires, traitement des actes de gestion (versements complémentaires, rachats, arbitrages, décès,...).
- Application des procédures AML et KYC

**Votre profil**:

- Vous avez un diplôme Bac+2 en Gestion, Assurance, Économie, ou vous disposez d’une expérience professionnelle de plus de 2 ans en Assurance-vie
- Vous maîtrisez le français et l’anglais. La maitrise de la langue espagnole sera considérée comme un atout
- Vous maîtrisez les outils Office
- Vous êtes aussi bien à l’aise en équipe qu’en autonomie
- Vous êtes organisé
- Vous avez un esprit critique et aimez proposez de nouvelles idées
- Vous êtes motivé et placez la satisfaction du client au premier plan

Nous vous offrons un environnement de travail agréable au sein d‘une équipe à taille humaine.


  • Client Service Officer

    il y a 1 semaine


    Luxembourg Axis Temps plein

    **Description** - Process policy transactions, provide services, and resolve queries accurately and in a timely manner throughout the policy's lifecycle. This includes managing documents related to policies. - Assist in conducting due diligence reviews of transactions in accordance with corporate standards. - Build and maintain strong relationships with our...


  • Luxembourg Kelly Services Temps plein

    Job description **Client Documentation Officer (M/F)** **Task and responsibilities** - Client Documentation Maintenance including validation and remediation part with close follow-up with Relationship Management mainly - Reconcile the documentation received, chase and follow up with relevant stakeholders on all missing or invalid documentation received -...


  • Luxembourg Redstone Search Group Temps plein

    **Locations**:Europe**Divisions**:Private Banking & Wealth Management**Roles**:AnalystClient RelationsComplianceCorporate AdvisoryCredit OfficerDevelopment/SalesFinanceFinancial PlanningOtherPrivate Client**Job Ref**:RS1772**Sulayman Khwaja** **Recruitment Consultant** **+44 1727 614 139** Redstone Private Banking Search are leaders in the global...

  • Client Service Officer

    il y a 2 jours


    Luxembourg Deutsche Börse Temps plein

    **Learn. Develop. Grow. But always: Share value**: Join our international team that drives positive change, united by a spirit of openness and curiosity. We empower you to have an impact and to grow - personally and professionally. With us, you work at the heart of financial systems and evolve the way markets operate. We’re excited about the future because...


  • Luxembourg Nadi Solutions Temps plein

    **About Nadi** Nadi is a unique Regtech platform that automates the production of fund-related reports and documents from a single source of data. Today our solution is used in more than 10 jurisdictions. Our vision is to be recognized as the European leader for fund-related financial and regulatory reporting while being a great place to work for our...


  • Luxembourg State Street Temps plein

    INTERNATIONAL FINANCIAL DATA SERVICES (IFDS) IFDS, established in 2007, is a market leader in Transfer Agency Services committed to providing high quality services and technology to our clients, with European offices in Dublin and Luxembourg. IFDSL is owned equally by SS&C Technologies Holdings, Inc. and State Street Bank Corporation. IFDSL services and...

  • Client Services Officer

    il y a 2 jours


    Luxembourg Vitis Life S.A. Temps plein

    **Client Services Officer - Italy & France**: **MISSIONS PRINCIPALES DE LA FONCTION** - Traitement des nouveaux contrats (traitement des nouvelles propositions, création des nouveaux contrats et leur finalisation). - Gestion administrative des dossiers existants. - Gestion financière des dossiers existants (versements complémentaires, arbitrages, rachats...

  • Client Service Officer

    il y a 2 semaines


    Luxembourg Banque de Luxembourg Temps plein

    **Type de contrat**: CDI **Temps de travail**: Temps plein **Activités / Missions**: A la Banque de Luxembourg, nous desservons trois types de clients : les clients privés, les clients entreprises de type familial, et les clients professionnels issus des métiers de la gestion d'actifs. Au sein de la Banque professionnelle le département Funds &...


  • Luxembourg State Street Temps plein

    **Who are we looking for**: As part of our business expansion in Luxemburg we are looking for an experienced professional to join the Custody Client Service team. This position has responsibility for provides custody client servicing to our clients and their agents and deals with internal and external contacts to resolve and address client queries and...


  • Luxembourg State Street Temps plein

    **Who are we looking for**: As part of our business expansion in Luxemburg we are looking for an experienced professional to join the Custody Client Service team. This position has responsibility for provides custody client servicing to our clients and their agents and deals with internal and external contacts to resolve and address client queries and...