Quick Overview
Job Description
Client Services Officer (m/f)
For an Innovative Experience combining Operational Expertise and Strategic Vision
EASE S.A. is an operational advisory firm and a Professionnel du Secteur des Assurances (PSA)
Our duty is to supply adequate solutions for our clients. Our aim is to make a complete, "one-stop" service available to entities across all sectors and sizes by offering tailored, pragmatic and multi-disciplinary solutions to our clients seeking hands-on support and expertise in Operations, Compliance and Risk.
Shape Your Future with Purpose. As part of our growing team, we are looking for a Financial Operation Officer with 2 to 4 years of experience eager to develop their expertise across Clients Services Operations functions, with a particular interest and experience in LIFE INSURANCE OPERATIONS.
Your mission
As Client Services Officer, you will collaborate with experienced colleagues and contribute to various client assignments, including:
- Supporting Insurance and Banking institutions in client servicing and operational activities (e.g. cash & tax operations, regulatory reporting, corporate actions, settlements, custody, finance, insurance contract administration) including client onboarding, KYC documentation review, AML/CTF checks, name screening of client files in line with Luxembourg regulatory requirements.
- Supporting the accurate execution of life insurance contract operations and related financial processing, ensuring high-quality client and partner servicing and adherence to internal procedures and regulatory standards.
- Assisting clients in daily operations ensuring compliance, accuracy, and strict adherence to processes and deadlines.
- Contributing to business development and maintaining strong client relationships.
Your profile
- Minimum Bachelor Degree in Finance, Business Administration, or related field.
- Minimum 2 years of experience in Back and/or Middle Office in Life Insurance Company
- Experience and understanding in managing the financial and administrative lifecycle of life insurance contracts (premiums, surrenders, switches, benefits), ensuring operational accuracy, regulatory compliance, and high-quality service. Perform controls and reporting while coordinating with clients, partners, and internal stakeholders.
- Experience and understanding of Life Insurance client servicing processes (policy administration, client file review, AML/KYC controls) is considered as a priority
- Experience with client onboarding, KYC documentation review or AML/CTF related processes in banking or insurance is considered a strong asset
- Strong client and partner orientation, with a focus on providing a high-quality service
- Reliability and a strong sense of responsibility
- Resilience and ability to perform under pressure
- Strong IT skills, including advanced Excel (pivot tables, formulas, VBA/macros) SQL for data management, Python for automation / analysis and IA knowledge is a plus
- Experience with financial systems, reporting tools (Power BI/Tableau) is a plus
- Fluent in English and French mandatory, additional languages are a plus
Why Ease?
- Exposure to a wide variety of clients, industries and missions, allowing you to learn and grow fast.
- Tailored training opportunities and mentoring from experienced professionals.
- A collaborative and entrepreneurial workplace where your ideas are valued.
- Competitive salary and benefits package.
- A vibrant, inclusive, and supportive culture within the EASE team.
Ready to Apply?
Send us your CV and a short motivation letter via Let's build your future together.
(All applicants must be eligible for, and have valid documents to work in the EU)
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