Complaint Management
- Ensure the availability and correct versioning of complaint forms across all Spanish and Portuguese offices.
- Supervise the use of internal and online complaint forms, ensuring accessibility and compliance with local requirements.
- Maintain an updated knowledge base for complaints procedures to employees and ensure alignment with regulatory and company standards.
Investigation & Client Response
- Acknowledge receipt of complaints within 24 hours and initiate the investigation process.
- Liaise with relevant internal departments to collect information necessary for complaint resolution.
- Draft and deliver clear and timely responses to clients, ensuring full resolution within 15 working days.
- Maintain an audit trail and documentation of all actions taken.
Regulatory & Internal Reporting
- Lead the biannual complaints report to the Bank of Spain via Cecabank.
- Prepare quarterly and annual summaries of complaints for presentation to the CDLEU Board of Directors.
- Maintain updated spreadsheets and reporting tools to log complaint types, root causes, corrective actions, and response metrics.
Cross-Functional Collaboration
- Work independently while building and maintaining strong, effective relationships with Compliance, Legal, Operations, Sales, Marketing and Customer Service teams.
- Manage the identification and handling of Vulnerable Clients and act as a point of contact for escalated or sensitive cases involving vulnerable clients or reputational risk.
- Manage the LMS courses for Southern Europe Staff in collaboration with other departments of the Redpin Group
Additional Contributions
- Respond to negative online reviews with professional and compliant messaging.
- Assist with referral text audits and other quality assurance tasks.
- Contribute to the resolution of systemic issues by opening and managing JIRA tickets related to resolve underlying issues that triggered complaints or proactively opening JIRA to avoid them.
- Support UK teams in account re-allocations and related customer communications.
What you'll need
- Native or bilingual proficiency in both Spanish and English (written and spoken).
- 3+ years of experience managing customer complaints in a regulated financial or service environment.
- Proven ability to work autonomously and proactively, while maintaining strong cross-functional collaboration.
- Experience working within a regulated framework, including handling documentation and compliance sensitive cases.
- Proven ability to draft well-structured and articulate complaint responses that meet high standards of regulatory compliance, company policy, and tone of voice, in both English and Spanish
Bonus points
- Direct experience reporting complaint data to the Bank of Spain.
- Experience preparing quarterly and annual complaint reports for Boards of Directors or equivalent governance bodies.
- Experience in JIRA management