Customer Services Trainee (F / M)
The Customer Services includes Client Services & Policy Services. Customer Services manages clients and partners requests, in particular by answering to their call phone, email, letters, etc.
checking, encoding, executing their transactions (in the policy administration system). The role of Customer Services Trainee is to support service line with activities related to clients and partners.
up of all client requests; Develop and maintain excellent relationships with key business partners in all markets through proactive and reactive contacts.
Handle transactions (check, key, match and execute).
Execute / Perform operations for our internal clients / partners in respect of the Operational Level Agreement (OLA).
OneLife. Several reasons
OneLife exists to overturn conventional attitudes to life assurance. A specialist in this area with over 25 years’ experience, we develop cross-
border financial planning solutions for Ultra High Net Worth, High Net Worth and High Affluent clients across Europe.
Whether it’s a question of long-term savings, inheritance planning, tax optimisation, or simply understanding how to better manage 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 offer a fresh approach that helps understand and anticipate the needs of wealthy clients in a world of change.