TA Client Representative

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Angajator: Lugera & Makler
  • Asigurari - Intermedieri financiare
  • Banci
  • Customer support - Client service
  • Tip job: full-time
    Nivel job: 1 - 5 ani experienta
  • Actualizat la: 09.11.2017
    Scurta descriere a companiei

    ...enthusiastic and outstanding! ... helpful and present! ...young and smart!... ah, almost forgot:
    also good-looking!...

    This is in a nutshell the Lugera team in Romania.

    A bunch of dedicated, happy people ready to face in a natural, positive and friendly fashion all your challenges... a bunch of people at the service of people, unconditionally!

    We started with hope in our souls and a smile on our faces when many others were there, way ahead of us.
    We managed to make our voice heard out loud and the warmth of our hearts touched each and every recruitment we accomplished... why? ...because we are caring people, driven by the power of
    “WE CAN DO IT!”

    And you know what? We continue this way! And Lugera Republic is whatever republic should be: smiles on every face, glamour on every "street", laughter and success in every "building"!

    Everyone who applies for a Lugera job is officially a citizen of our republic!


    Bachelor’s degree or equivalent experience. Equivalent experience should include working for a minimum of four years in a customer service environment, preferably some of that time in Client Dealer Services or Call Service Center where customer interaction is a critical component of the job.
    Fluent (written and verbal) both English and Romanian;
    Investment industry experience preferred;
    Ability to multi-task using various systems to address customer needs;
    Ability to manage multiple responsibilities simultaneously and complete tasks as assigned;
    Good communication skills both verbal and written;
    Ability to handle a high volume of telephone calls and meet productivity and utilisation targets;
    Strong technical and conceptual skills;
    Strong attention to detail and quality, sound judgement, and can resolve problems under pressure;
    Strong PC knowledge including use of MS Office products;
    Effective communication and telephone skills;
    Diplomacy and tact;
    Must be flexible and willing to adapt to change in a fast growing industry with ever increasing products and systems.


    Verifies customer requests to ensure information is correct and in good order, and takes appropriate action;
    Process any customer requests on clients business systems;
    Correspond with customers via fax, chat applications/website, email or complex written correspondence;
    Keep up to date on new products, market conditions and regulatory requirements, to ensure that you can operate effectively and make suggestions that are in the best interest of the customer, funds and enterprise;
    Detect and assess potential signs of fraudulent and/or suspicious activity and take appropriate action with guidance from the wider team;
    Participate in business process improvement (Continuous Improvement) activities;
    Identify trends and recommend improvement opportunities to streamline business processes resulting in greater efficiency, productivity and/or service;
    Develop and leverage internal and/or external relationships to achieve shared priorities/goals, satisfy customer needs, resolve problems and increase business insight/awareness;
    Work with other departments in shared projects;
    Adheres to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives;
    Reviews and applies information from internal communication platforms regarding new products, market conditions and regulatory requirements to stay current and operate in the best interest of the customer, funds and enterprise;
    May perform relevant operational or service ad-hoc requests assigned by leader.