Investment Advisor (MIFID II)
Investment advisors will provide personalized financial advice to digital banking clients via video calls.
The English-language job board for Spain
On-site in Torrejón de Ardoz·Full-time·Added 2 days ago
138 open roles
Permanent contract
Full-time hours.
Have the right to work in Spain
No sponsorship mentioned, and this kind of work is rarely sponsored in Spain.
Work on-site in Torrejón de Ardoz
No relocation package mentioned.
University degree
“Formación en Administración, Derecho, Finanzas, ADE o áreas afines.” — per the ad.
This job was automatically translated to English.
- Immediate incorporation
-40-hour work week from 7:00 to 15:00, Monday to Friday.
- Permanent contract
-Consultancy Collective Agreement
-Job location in Torrejón de Ardoz (Avda Premios Nobel - Renfe Soto del Henares). Facilities accessible by public transport or with a free shuttle service from the Soto del Henares commuter station.
-Ability to analyze and interpret documentation.
-Attention to detail and rigor in administrative management.
-Knowledge of the banking and financial environment.
-Written communication skills.
-Organization and deadline management.
-Ability to work with procedures and regulatory standards.
-Proficiency in IT tools and file management systems.
-Valuable experience and training Experience in Customer Service (SAC), banking claims, banking operations, or back office areas.
-Training in Administration, Law, Finance, Business Administration (ADE), or related areas.
-Knowledge of financial customer protection regulations and banking claim procedures
We are Servinform, a BPO Services company where we carry out our activity for more than 1,500 companies thanks to the work of 6,000 employees throughout Spain. We are currently looking for Administrators for the BackOffice team for Claims Processing of a major banking entity.
*What would your functions be?
-Receive, analyze, and process claims and complaints related to banking products and services.
-Verify that claims meet the required formal requirements and request additional documentation or information when necessary.
-Analyze the background and documentation associated with each file to determine its correct management.
-Identify whether the claim corresponds to the entity's own operations or to a collaborating banking entity, reassigning the case when appropriate.
-Prepare and issue reasoned responses within the established regulatory deadlines.
-Register and keep all information regarding claims, actions, and resolutions up to date in the internal systems.
-Follow up on files until their definitive resolution.
-Collaborate in internal and external audits, providing documentation and information related to the Customer Service activity.
-Detect recurring incidents and propose process improvements to minimize future claims.
-Guarantee compliance with internal, regulatory, and customer protection regulations.
**No sector of our society can be understood without equality between men and women, as well as the integration of people with disabilities. That is why, at Servinform, we approach equality and diversity as an elemental factor for social progress, working day by day to achieve this goal**
or browse Junior·Multilingual Customer Service & BPO·Business Process Outsourcing