Customer Services Trainee
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source : Moovijob

Customer Services Trainee (F / M)

The mission

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.

Main tasks

  • Expertise : Provide support and expertise for the decision making regarding the specifics cases, ensure cases implementation and follw-up.
  • Client Services (Client / Partner Management) : Have direct contact with all partners at all stages of all contracts 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);
  • Execute / Perform operations for our internal clients / partners in respect of the Operational Level Agreement (OLA).

  • Reporting : Prepare, check and send annual statement, tax statement, commissions statement, transaction confirmation letter, etc.
  • Others : Any other duties that would be given by the manager or due to a circumstance in the interest of the business.
  • Profile

  • Bachelor Degree in Business Administration, Finance or Economics
  • Experience as student / trainee in the banking / insurance industry
  • Analytical skills
  • Eager to learn
  • Capable of working independently as well as within a team
  • Knowledge of Microsoft Office Tools
  • Fluent French and English (written and spoken)
  • 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.

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