Client Service Officer

The Client Service Officer is a core member of the Client Service team, which in in charge of the client experience during both the pre and after sales process as well as providing client and salespersons support. 

The Client Service team has a major role within the business development. The team is involved in the various steps of the sales process: 

• Pre-sales: the Client Service team helps the salespersons in the preparation of client meetings and events, supports the client evaluation phase of their investments (responses to due diligence questionnaires, legal questions, ad-hoc marketing materials, etc.), and performs KYC checks
• Monitoring of the CRM to reflect client activity in the systems
• Assistance to client transactions (subscriptions / redemptions) and follow-up
• After-sales: handling requests and information from and to the clients

 

The Client Service Officer aims at developing a high level of expertise and acts with integrity, honesty, loyalty, and collaboration within the different departments within the company, consistent with the OneSCOR culture.

The Client Service team provides support to the sales team at the various stages of the sales process (before and after sales), including (not limitative):

• The production of dedicated reports and the sending of all the reportings,
• The Preparation of presentations for client’s meetings, 
• Answers to due diligence questionnaire: In the sales process, clients and prospects send due diligence questionnaires (DDQs) on our firm and our strategies. The Client Service Officer is in charge of answering  the questionnaire, in coordination of the different teams within the company.
• The answers to ad hoc client’s requests, such as data request, estimated flows expectations, communication on our fund’s events…etc
• The support of the salespersons in their day-to-day activity
• Providing assistance on all operational aspects, which includes the follow-up of account opening/ subscription / redemption processes along with our fund’s custodian.
• CRM management and reporting: input and maintain up-to-date information into the company’s CRM (Salesforce).

Required experience & competencies

• At least 1 year previous relevant experience in the asset management industry ( B-to-B marketing/sales support/client services) 
• Main requested skills: team spirit, curiosity, proactivity, be organized and autonomous, be comfortable with working with other teams. 
• Communication skills, both written and spoken
• Capacity to work with short deadlines
• Fluency (written and spoken) in English and French is necessary. 
• Good command of the Microsoft Pack Office

Required Education 

• Bac +4/5 / Master in Finance

As a leading global reinsurer, SCOR offers its clients a diversified and innovative range of reinsurance and insurance solutions and services to control and manage risk. Applying “The Art & Science of Risk,” SCOR uses its industry-recognized expertise and cutting-edge financial solutions to serve its clients and contribute to the welfare and resilience of society in around 160 countries worldwide.

Working at SCOR means engaging with some of the best minds in the industry – actuaries, data scientists, underwriters, risk modelers, engineers, and many others – as we work together to find solutions to pressing challenges facing societies.

As an international company, our common culture is defined by “The SCOR Way.” Serving both to build momentum that drives the Group forward and as a compass to guide our actions and choices, The SCOR Way is anchored by five core values, reflecting the input of employees at all levels of the Group. We care about clients, people, and societies. We perform with integrity. We act with courage. We encourage open minds. And we thrive through collaboration.