Direct Client Relations Support Specialist

About Utmost International
Utmost International is a leading provider of insurance-based wealth solutions operating across the UK, Europe, Latin America, Asia, and the Middle East. Its' solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.

On a proforma basis at HY 2024, Utmost International manages £103.5bn of assets under administration on behalf of approximately 200,000 policyholders.

About Utmost Luxembourg S.A.
Sitting at the crossroads of private banking, asset management, and insurance, we operate in a well-established and fast-growing division of the financial services industry. Our dynamic international team of 450+ experienced wealth structuring specialists, subject-matter and technical experts consists of 50 different nationalities, speaking over 30 languages.

We are a diverse and inclusive organisation driven by a values-based culture that promotes excellence, ambition, and innovation. We invest in talented teams who develop their expertise, curated through support and training, and fostered through a people centred culture. Our people truly are our greatest asset

Your role – Are you ready for a challenge?

The Direct Client Relations Support Specialist is responsible for providing administrative and pragmatic support to the Direct Client Relations Team, across all markets, and plays a coordinator/facilitator role between Clients, Client Relationships Managers and Operations teams.

Your Responsibilities Will Be As Follows

• Handling telephone calls, scheduling internal and external meetings and monitoring team mailbox;
• Ensuring that clients' queries/emails/calls are taken over by Senior / Client Relationship Managers (CRMs) as required
• Providing support to CRMs and Senior CRMs on preparing forms relating to client queries (change of address, change of beneficiary, top ups, etc.)
• Preparing and pre-filling of contractual documents
• Liaising with partners/clients regarding distant-selling procedures and signature of documents;
• Actively engaging with direct clients and related partners on the status of their transactions and queries
• Following up on missing information or documents for direct clients' requests/transactions
• Working in close collaboration with the different departments (PCS, FCC, IA, WSS) to ensure timely execution of requests/transactions
• Performing checks and controls to ensure that CRMs' requests are properly taken over and inserted in the system by Operations
• Supporting management on activity monitoring, reporting and tasks follow-up
• Arranging travel, hotel accommodation and itineraries
• Compiling and finalizing expenses for Sales Directors in Concur if needed

Additional Objectives

• Champion Collaboration, by:

• Actively sharing knowledge with team members and cross-functional colleagues

• Supporting colleagues where value can be added, offering help across the team when necessary
• Actively supporting the fostering of a strong team identity: "We are one team, we don't expose colleagues in front of clients or partners."

• Acting as a mentor/role model to follow for more junior team members

• Personify our Values and best Behaviours, by:

• Displaying respectful communication and acting with humility—"We are the best and want to win – but we stay humble."

• Representing Utmost with impeccable professional standards toward colleagues, competitors, and clients
• Upholding respectful behaviour regardless of circumstances - "always, no matter what the issue is."

Your profile – Have you got what it takes to become our Direct Client Relations Support Specialist?

• At least 5 years of experience in a similar role, preferably within the financial sector
• Fluent English speaker is a must, any additional language is an asset
• Proficient user of MS Word, Excel, PowerPoint and Outlook
• Adaptable and flexible, you enjoy working in a challenging and dynamic environment
• A team player with outstanding organisational and communication skills
• Customer-oriented approach, professional appearance and conduct, diplomatic and demonstrate absolute discretion as the situation demands
• The ability to operate autonomously, prioritise tasks and exercise sound judgment and creativity in finding solutions
• Proactive and reactive, quick learner with the willingness to learn about the business and contribute to its success
• Stress and workload peaks resistant.

As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Given the sensitive nature of our business, industry sector and the role as described, the selected candidate is required to provide a criminal record (Bulletin n°3 for Luxembourgish residents). This excerpt will be kept by Utmost Luxembourg S.A. in compliance with article of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise, it will be destroyed without any undue delay should the candidate not be hired.
Utmost Luxembourg S.A. is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently.
Our Recruitment Privacy Notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks. It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here Recruitment Privacy Statement
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