Highly Skilled Support Professional
Há 1 mês
Description:
We are seeking a dedicated and highly skilled individual to join our Private Wealth team at PT002 Mercer (Portugal) Lda in Lisbon. This hybrid role requires working at least three days a week in the office, offering a perfect blend of remote work flexibility and in-person collaboration.
As a valued member of our support team, you will work closely with Ireland-based consultants and financial planning teams to coordinate and deliver comprehensive services for our individual clients.
You will be part of a dynamic team supporting consultants in all aspects of pensions consulting and actuarial work on both corporate and trustee clients.
We Count On You To:
- Provide a full range of support and services to clients to the Private Wealth team, ensuring seamless delivery and exceptional client satisfaction.
- Support the team in processing new and existing business in a compliant manner, maintaining the highest standards of quality and accuracy.
- Draft client reports and collate valuations in line with peer review processes, demonstrating attention to detail and analytical skills.
- Assist with pipeline reporting via online websites and CRM systems, providing timely and accurate information.
- Daily scanning, filling, and indexing of documentation to our CRM system, ensuring efficient data management and accessibility.
- Deal with all queries and tasks allocated, responding promptly and professionally to meet deadlines.
- Interact with 3rd parties and insurance companies, building strong relationships and resolving issues effectively.
- Ongoing update and maintenance of client details in line with procedures and systems in place, ensuring data integrity and consistency.
- Process claims – retirement, death, or disability – efficiently and accurately, adhering to company policies and guidelines.
- Adhere to company policies, procedures, and controls to ensure delivery of excellent service, upholding the company's reputation and values.
- Support the Team Leader and Division Manager with ongoing and future projects, contributing your expertise and insights.
- Maintain our CRM database in line with procedures, ensuring accurate and up-to-date information.
- Perform other ad-hoc duties and assistance with projects as required, demonstrating adaptability and a willingness to learn.
What You Need To Have:
- Excellent written and spoken English communication skills (C1/C2), enabling effective communication with clients and colleagues.
- Minimum 1 year's industry experience in a similar role, showcasing your expertise and knowledge.
- Excellent planning and organizational skills to prioritize and manage a wide variety of ongoing tasks efficiently.
- Proven team player with a flexible attitude towards work, embracing change and adapting to new challenges.
What Makes You Stand Out:
- Proven ability to deliver exceptional client service and satisfaction, consistently exceeding expectations.
- Advanced Microsoft Office skills, facilitating efficient and effective work practices.
- Good attention to detail is critical, ensuring accuracy and precision in all tasks and responsibilities.
Why Join Our Team:
- We offer professional development opportunities, interesting work, and supportive leaders, helping you grow and thrive in your career.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
With an estimated annual salary of €45,000 - €55,000, depending on experience, you will have the opportunity to develop your skills and contribute to the success of our Private Wealth team. Marsh McLennan is a global leader in risk, strategy, and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build confidence to thrive through the power of perspective.
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