Client Service & Sales Support / Prime

AXA; Puteaux; Sur place; EUR 40 000 - 80 000; Plein temps

Résumé du poste

Join a forward-thinking company as a Client Service & Sales Support professional, where you will enhance sales processes and client interactions. This role involves utilizing Salesforce for automation and collaborating closely with the Product & Sales team to optimize client service. With a focus on private market investments, you will play a key role in ensuring high-quality communication and reporting, all while working in a diverse and inclusive environment. This is an exciting opportunity to grow your career in a global company committed to human progress and sustainability.

Prestations

Flexible working hours

Competitive social benefits

Internal mobility opportunities

Personalized training paths

Telecommuting options

Employee engagement programs

Qualifications

• Minimum one year experience in asset management or finance sectors.
• Strong English language and writing skills required.

Responsabilités

• Assist sales in optimizing client service processes using Salesforce.
• Drive automated marketing updates and manage distribution lists.

Connaissances

Asset Management

Salesforce

Microsoft Office

English proficiency

AI tools interest

Formation

Master’s degree in marketing

Master’s degree in finance

Master’s degree in economics

Outils

Salesforce

Eloqua

Description du poste

Le Groupe AXA est un leader mondial de l’assurance et de la gestion d’actifs, avec 160 000 collaborateurs au service de 105 millions de clients dans 62 pays.
Nous protégeons et conseillons nos clients à chaque étape de leur vie, en proposant des produits et services qui répondent à leurs besoins dans les domaines de l'assurance, de la prévoyance, de l'épargne et de la gestion des actifs.

Notre mission: Agir pour le progrès humain en protégeant ce qui compte

Nos valeurs: Customer first, Intégrité, Courage et One AXA

Grâce à notre approche de conviction, nous sélectionnons les investissements en actions, obligations, alternatifs et dans les stratégies multi-actifs qui recèlent selon nous des meilleures opportunités à l’échelle internationale. Nous gérons à ce jour plus de 887 milliards d’euros d’actifs.

Page d'accueil | AXA IM FR (axa-im.fr)

AXA IM est un employeur garantissant l'égalité des chances et nous encourageons les candidats présentant un handicap ou toute autre caractéristique protégée à postuler. Nous nous engageons à fournir des aménagements raisonnables si nécessaires aux candidats qualifiés et aux employés handicapés pendant le processus de recrutement et dans l’exercice de leurs fonctions professionnelles essentielles.

Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)

At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.

As a Client Service & Sales Support, you will report to the Head of Client Services and you will be part of AXA IM PRIME business unit.

AXA IM Prime is a Private Market Enabler and Hedge Funds platform offering diversified sources of private market returns across private equity, infrastructure equity, private debt, and hedge funds. With €38 billion of alternative investments under management and a team of seasoned investment professionals committed to proactive ESG and strict risk management criteria, AXA IM Prime is committed to transparency and reliability. The company manages €5 billion of commitments annually over the next three years and has 40+ employees across three offices.

DISCOVER your opportunity

Reporting to the Head of Client Services, work closely with the Product & Sales team to improve and automatize sales and client service processes

Product focus: Infrastructure, Private Equity, Private Debt and Hedge Funds.

Global presence in Paris, Germany, Japan, U.S.A, the U.K. and Italy. Client base including sovereign wealth funds, public and private pensions, insurance companies and family offices.

Your role and responsibilities will include:

• Working in the Client Service department, which is part of the CPO team, in the day to day tasks, and in particular:
  • In charge of the Salesforce tool and all digital automation and upgrade for sales activity optimization and reporting: structuring the tool, working with other internal teams on automation, AI approach to enhance the quality of the client base.
  • Assist sales in defining target investor lists using various databases.
• Responsible for mastering AXA IM Prime’s automated marketing fund update and communication via adapted tools (i.e. Eloqua) and maintaining the distribution lists through these tools.
• Assist sales in day-to-day investor coverage and coverage of third-party marketing teams (send materials, answer questions from investors, etc).
• Assist sales in maintenance of investor contacts and meeting reports and deal pipeline in CRM tool.
  Assist sales in preparing Sales activity report/presentations for Management Board meetings, Client Group Meetings, Staff Meetings.

As a back up of the Client Service team:

• Drive an automatic filtering on RFP sites such as Mandatwire, Global Fund search, etc. to identify potential RFP’s for AXA IM Prime and create a structured way to analyze this filtering.
• Support the process in structuring AXA IM Prime’ answers to Requests for Proposals (‘RFPs’) or due diligence meetings (DD), from kick-off to pitch preparation. Contribute to the production of high-quality content on AXA IM Prime expertise overall.
• Participate to the onboarding process of clients : set up clients in AXA IM referentials, set up reports sending in AXAIM tools.
• Monitor the delivery of the fund reporting to AXA IM Prime clients.
• Assist in referencing of AXA IM Prime’s strategies and funds on various consultant databases.

SHARE your unique expertise

We welcome different combinations of skills & experiences.

Education/Qualifications

• Master’s degree in marketing / finance / economics

Experience/Skills

• At least one year of work experience in the asset management or finance sectors.
• English language and writing skills a must, German speaking would be a plus.
• Experience working with SALESFORCE is a must.
• Proficient in Microsoft Office applications, VBA, and strong interest in AI tools.

Competencies

• Strong “can do” mentality and solutions oriented.
• Ability to think “out of the box.”
• Ability to work independently in a small team where responsibilities and visibility (to clients and internally) are high).
• A quick learner, curious and able to grasp the essence of complex concepts.
• Capacity to prioritize and deliver under tight time constraints in a complex, entrepreneurial environment.
• Structured mindset and work approach with exceptional attention to detail.
• Strong interpersonal / communication skills and ability to form productive working relationships across teams.

Nous nous engageons à vous offrir un environnement où vous pourrez :

Développez votre potentiel: Intégrer une entreprise engagée sur le développement de ses collaborateurs via une mobilité interne dynamique et une large offre de parcours de formation personnalisés.

Personnalisez votre manière de travailler: Travailler pour une entreprise qui s'engage à garantir flexibilité et équilibre à ses employés, en vous offrant une large gamme d'avantages (intéressement, télétravail, avantages sociaux compétitifs, etc.).

Epanouissez-vous par la diversité de notre communauté: Jouer un rôle au sein d'une entreprise inclusive qui reconnaît et valorise activement les différences individuelles dans un environnement de travail diversifié et inclusif.

Faites avancer le monde: Rejoindre un employeur responsable qui agit en faveur des causes sociétales et environnementales en tant qu'investisseur, assureur et entreprise, notamment au travers de l'association AXA Atout Cœur. Dans le cadre de notre engagement en faveur de la durabilité et de la responsabilité environnemental, nous célèbrerons votre arrivée en plantant un arbre.