Senior Support Specialist for Private Wealth Team

Há 7 dias


Lisboa, Lisboa, Portugal Buscojobs Portugal Tempo inteiro

We are seeking a highly skilled and organized individual to join our team at Mercer in Lisbon. This is a hybrid role that requires working at least three days a week in the office.

Job Description

As a member of our support team, you will work directly with consultants and financial planning teams to coordinate and deliver on all aspects of servicing for our individual clients.

You will work as part of a team supporting consultants in all aspects of pensions consulting and actuarial work on both corporate and trustee clients. Key responsibilities include:

  • Providing a full range of support and services to clients to the Private Wealth team;
  • Processing new and existing business in a compliant manner;
  • Drafting client reports and collating valuations in line with the peer review process;
  • Assisting with pipeline reporting via online websites and CRM systems;
  • Daily scanning, filing, and indexing of documentation to our CRM system;
  • Addressing all queries and tasks allocated;
  • Communicating with third parties and insurance companies;
  • Updating and maintaining client details in line with procedures and systems;
  • Processing claims – retirement / death / disability;

You will also be expected to adhere to company policies, procedures, and controls to ensure excellent service delivery. Additionally, you will support the Team Leader and Division Manager with ongoing and future projects.

Requirements

To be successful in this role, you will need:

  • Excellent written and spoken English communication skills (C1 / C2);
  • Minimum 1 year of industry experience in a similar role;
  • Excellent planning and organizational skills to prioritize and effectively manage a wide variety of ongoing tasks;
  • Proven team player with a flexible attitude towards work.
What You'll Enjoy

As a member of our team, you will enjoy:

  • Professional development opportunities;
  • Interesting work;
  • Supportive leaders;
  • A vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities;
  • Career opportunities and benefits to enhance your well-being.

The estimated salary for this position is around €45,000 - €55,000 per annum, depending on experience and qualifications.



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