Client Services & RFP Manager – Global Asset Manager (Paris based)

Stephen Bell Associates; Paris; Sur place; EUR 70 000 - 110 000; Plein temps

Résumé du poste

Stephen Bell Associates is assisting a global asset manager in Paris to hire a French-speaking Client Services & RFP Manager. The role focuses on serving institutional and wholesale clients in France and other European markets.

You will support RFPs/DDQs, oversee onboarding, and coordinate with transfer agents and compliance. Strong project management, detail orientation, and bilingual English/French communication are essential.

Qualifications

• Experience in institutional and wholesale client services in asset management.
• Proven ability to support RFPs, DDQs and ad-hoc client requests.
• Strong communication and project management skills with attention to detail.

Responsabilités

• Serve as primary contact for institutional and wholesale clients in France and Europe.
• Support completion of RFPs, DDQs and ad-hoc client requests.
• Attend client reviews and prepare follow-up reports.

Connaissances

Client services

RFP management

Project management

Communication skills

Financial analysis

French & English

Outils

CRM software

Description du poste

Our client is a successful global asset manager. They are hiring a French speaking Client Services & RFP Manager based in their Paris office.

Key responsibilities include:

• act as the primary point of contact for institutional and wholesale clients in France and several other European markets
• support the completion of RFPs, DDQs and ad-hoc requests from prospective and existing clients
• attend client review meetings and send follow-up reports
• deliver client onboarding, including financial analysis and coordination with transfer agents
• handle clients enquiries regarding fund features, portfolio management and market data
• manage client queries and process their portfolio requests to agreed service levels
• undertake monthly reporting for existing clients, work with sales, fund operations and finance to resolve client services issues
• produce distribution agreements, platforms registrations and KYC in collaboration with compliance
• undertake CRM monitoring and reporting
• manage client contracts and agreements, undertake client financial analysis, including setting performance and profitability targets
• coordinate communication between outsourced service providers and internal business units
• ensure robust, efficient operational models are in place to mitigate risk while providing a positive client experience
• prepare team meeting minutes, project timeline reports and presentations
• provide quantitative and qualitative competitor and peers analysis for the sales team and develop strong product knowledge to enable both reactive and proactive product level discussions with clients and prospects

The successful candidate will be a self-starter, speak fluent French and English, possess proven client services and RFP experience gained in asset management, good knowledge of investment products, strong communication and project management skills, excellent attention to detail and the ability to prioritise and meet multiple deadlines.