Global Surety Operations & Client Services Specialist

Swiss Re

Madrid

Presencial

EUR 27.000 - 45.000

Jornada completa

14 días+

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Descripción de la vacante

Swiss Re Corporate Solutions is seeking an experienced Transaction Administrator to manage task assignments, triage emails, and ensure accurate payment allocation in Surety for our global clients and brokers.

You will collaborate with the International Surety Desk, analyse requests, allocate tasks, process and reconcile payments, and maintain high service standards in a fast-paced finance environment. English and German proficiency are required, with a commercial/banking background preferred.

Formación

  • Completed commercial education preferably banking specialist or bachelor studies in economics or international trade or job experience equivalent to the related fields.
  • First experience in Trade Finance or in the bank area.
  • Previous experience in a client-facing role preferably in a finance environment.
  • Proficiency in English and German language, reading, written, and verbal.
  • Demonstrate good computer skills and experience with Microsoft Office especially Excel.

Responsabilidades

  • Closely interact and coordinate with internal stakeholders in International Surety Desk located in various regions and markets, as well as with external stakeholders such as clients and brokers to deliver seamless service to our global clients.
  • Analyze incoming emails and documents, evaluate task requirements to determine whether they involve new transactions, amendments, or general inquiries, and assign the tasks to the appropriate team for efficient and timely handling of the tasks.
  • Process and allocate client payments accurately and in alignment with business requirements, support reconciliation of payments and premium booking on corresponding cases. Resolve discrepancies or elevate issues related to the booking in a timely manner.
  • Provide support to the clients on their account statements, communicate with clients to clarify payment inquiries or to gather additional information when required ensuring client expectations are met while maintaining high service standards to the client.
  • Collaborate closely with internal stakeholders within the International Surety Desk Team in ensuring timely task assignments, payment triaging, and premium bookings.

Conocimientos

Trade Finance
English proficiency
German proficiency
Excel
Client-facing experience
Commercial education
Banking specialist
Economics degree
International trade degree
Microsoft Office

Educación

Commercial education
Banking specialist
Economics degree
International trade degree

Herramientas

MS Office
Excel

Descripción del empleo

Swiss Re Corporate Solutions is seeking an experienced Transaction Administrator to manage task assignments, triage emails, and ensure accurate payment allocation in Surety for our global clients and brokers.

You will collaborate with the International Surety Desk, analyse requests, allocate tasks, process and reconcile payments, and maintain high service standards in a fast-paced finance environment. English and German proficiency are required, with a commercial/banking background preferred.

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