Customer Services Associate – Collective Funds

ONELIFE; Konz; Hybrid; EUR 40.000 - 50.000; Vollzeit

Zusammenfassung

A growing life insurance company in Germany is looking for a Customer Services Associate to support client and policy servicing. The ideal candidate will have a Bachelor's degree in Business Administration, Finance, or Economics, along with 2-3 years of experience in the banking or insurance industry. Key responsibilities include managing client requests and ensuring transaction accuracy. The role offers competitive benefits, including a 13th month salary and flexible working arrangements.

Leistungen

13th month

Lunch vouchers

Pension plan

Flextime hours

Employee development opportunities

Social events

Qualifikationen

• 2-3 years of experience in the banking/insurance industry.
• Skills in collection and analysis of documents.

Aufgaben

• Provide operational support and follow-up checks.
• Maintain relationships with key business partners.
• Handle and archive transaction documents.
• Execute services for clients/partners as per SLA.
• Perform other duties as assigned.

Kenntnisse

AML / KYC skills

Analytical skills

Client management

Communication skills

Eager to learn

Ausbildung

Bachelor Degree in Business Administration, Finance or Economics

Jobbeschreibung

Customer Services Associate – Collective Funds

Fixed Term Contract (CDD) – 1 year

This opportunity could change your life!

The mission

The Customer Services includes client servicing and policy servicing activities. The Customer Services manage clients and partners requests, in particular by answering to their calls, e-mails, letters, etc. as well as checking, encoding, executing their transactions in the policy administration system. The role of the Customer Services Associate – Collective Funds is to support the team in those daily activities.

Main objectives of the role

• Operational support : Provide support in cases checks and follow-up
• Client Services (Client / Partner Management) : Have direct contact with partners at all stages of all operations and ensure follow-up of all client requests; Develop and maintain excellent relationships with key business partners in all markets through proactive and reactive contacts.
• Policy Management (Operations) : Handle transactions documents (sort, identify, split, index (create / link case) and archive documents); Handle transactions (check, key, match and execute).
• Business Processing : Execute / Perform services for our external clients / partners in respect of the Service Level Agreement (SLA).
• Others : Any other duties that would be given by the manager or due to a circumstance in the interest of the business.

Profile of our future teammate

• Bachelor Degree in Business Administration, Finance or Economics
• A similar experience of 2 / 3 years in the banking / insurance industry
• AML / KYC skills (collection and analysis of documents)
• Analytical skills
• Eager to learn

Are you interested in working for a growing Luxembourg based life insurance company?

Jump into the adventure and join a team with a supportive and collaborative working environment. We encourage all applications and would be pleased to welcome you for an interview.

Recruitment Process

Interested candidates should submit their application, only your CV via Moovijob.com.

OneLife. Several reasons

OneLife exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 35 years’ experience, we develop cross-border financial planning solutions for wealthy clients across Europe and beyond.

Whether it’s a question of long‑term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs.

Together with a solid network of select partners — including private banks, family offices and independent financial advisers — our dynamic team of international experts offers a fresh approach that helps understand and anticipate the needs of wealthy clients in a world of change.

With EUR 10.5 bn in assets under management, OneLife is a member of Groupe APICIL, the third largest social protection group in France, engaged in health and life insurance, pensions, savings products and related financial services.

What we offer…

• Member of the Insurance collective agreement
• 13th month
• Lunch vouchers
• Pension plan
• Flextime hours & teleworking authorised (possibility to exceed the authorised tax threshold within the limit of 25% of the working time)
• Employee development opportunities
• Fruit at the office, sports committee, social events…
• Inclusive company