Client Services Officer - Portuguese Market - - 18308 - Baloise

Your Job in a Nutshell

The Partner & Client Services department takes care of all general customer (private clients and business partners) inquiries and operational activity and is also responsible for the onboarding of new partners such as Brokers, Asset managers and Custodian Banks.

The department is also involved in most of the operational and other strategic projects.

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What you can expect

In this role, you will participate in the monitoring and administrative management of daily operations on contracts distributed in LPS.

More specifically:

Collect, identify and formalize the needs of clients and intermediaries
Perform compliance analysis, verify the conditions of acceptance or membership in accordance with the standards to be observed or guidelines given, particularly in application of anti-money laundering procedures
Coordinate the actions necessary for the implementation of new subscriptions and other operations in compliance with quality, internal procedures and deadlines given between the various services that revolve around Partner & Client Services
Issue and generate contracts
Manage switches and other contract modifications
Process complex level operations (non-standard)
Check and send documents intended for clients and partners
Handle phone calls related to requests and questions from existing clients and partners about current operations
Participate in closing work in collaboration with accounting and actuarial
Actively participate in initiatives to adapt and develop operational processes
Train junior colleagues

Your Team

You will work in a multicultural and open-minded team with a very good spirit in a dynamic and international environment.

You will work in cooperation with other related departments and hand in hand with the respective CRM Officers within the Partner & Client Services department.

What we expect

Minimum BAC +3 (economic, management and/or financial orientation or equivalent)
Desired experience of 5 years in a similar position, ideally in the financial or insurance sector
Fluent in French and Portuguese both written and spoken. Any other language is an additional asset
Very strong customer orientation
Commitment and autonomy: ability to take charge of problems, strength and proactivity
Excellent organizational skills
Rigorous, structured and reliable work methodology
Excellent team spirit, availability and flexibility
Good knowledge of Microsoft Office package

About Baloise

We are more than a traditional insurance company: we are the personal partner for everyone who wants to feel simply safe. In addition to our traditional financial business, we are also broadening our range with ecosystems in the areas of mobility and home. We see the digital age as an opportunity to make our offering even more sustainable, innovative and customer-oriented in the future. Are you shaping it with us?

We give you the freedom to pursue your ideas. Get involved! Question us! Develop yourself and us even further! Our culture of learning and making mistakes as well as communication at eye level all make this possible. Because only together can we move forward.

Baloise in Luxembourg

As an employer

Sustainability

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Our Benefits

Our culture and our togetherness make us special. But it's clear that you're also interested in our benefits. Discover what you would receive joining Baloise in Luxembourg:

Well-being

Your health is close to our heart: That's why thanks to our health, well-being & sustainability programme, you can get regular ergonomic advice, enjoy massages, cook healthy meals, try decorative arts, experience meditation, … and benefit from the wide range of activities offered by our Sports club, Book club, Baloise big band and Baloise Golf Association.

Benefits from the financial world

Employee discounts on our own products - for a financial services provider this means: up to 40% discount on our insurance products . On top of that, there's an excellent pension fund with attractive 2nd pillar benefits and special employee shares.

Let’s not forget about your 13th month and meal vouchers too!

Flexible working models

We offer you:

Remote work up to 2 days per week (in the respect of the law for cross borders employees)
Flexitime (between 6 :00am and 10 :00pm)
Flex Office
35,5 days off per year

Health

We are there for you - even if you get sick or have an accident. At Baloise in Luxembourg, you will benefit from an accident insurance for both your professional and personal life.

In addition, all the employees can also benefit from a health insurance for themselves and their family.

Events

Our culture thrives on togetherness - even away from the daily office routine. Networking during our staff party & after-works or meeting our colleagues’ kids during our family days, each event is a great opportunity to share moments together in an less formal way.

Learning & error culture

You catch us in a time of change. And of course, where new things are created, things go wrong sometimes - and that's okay. Because that's how we learn, develop, go new ways and strive for a healthy culture of mistakes. You can see how important continuous learning is to us from our numerous initiatives:

Time for learning during your working time
A development & training programme that is updated 3 times a year to propose new offerings
Trial days in other teams ("Shadow for a Day")
Temporary internal job changes ("Change of perspective")
Free access to LinkedIn learning

Join us: Client Services Officer - Portuguese Market

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