Stage Client Services Finance

Euroclear; Paris; Sur place; EUR 20 000 - 40 000; Plein temps

Résumé du poste

A leading global fund distribution service is offering an internship position in Paris. As an intern, you'll engage with clients, manage portfolio reviews, and provide database management support using Salesforce. Strong organizational and interpersonal skills are required, alongside fluency in English and French. This role is an excellent opportunity for those looking to enhance their experience in client service within the finance sector.

Qualifications

• Fluent written and spoken English and French.
• Good Office Packs skills; VBA is a plus.
• Rigorous with figures.
• Strong organizational skills with the ability to prioritize.
• Enthusiastic team player with good interpersonal skills.

Responsabilités

• Perform clients' portfolios reviews and billing process management.
• Provide client service support for specific requests.
• Maintain monthly processes.
• Manage database using Salesforce.
• Assist in preparing quarterly and annual client review meetings.

Connaissances

Customer Service

Client Expectations

Client Requirements

Client Support

Action Plans

Issue Resolution

Account Management

Client Relationships

Service Delivery

Client Satisfaction

Client Management

Procedures

Service Level Agreements

New Clients

Outils

Office Packs

Salesforce

VBA

Description du poste

Description

As experts in global fund distribution Euroclear Funds Place offers a complete solution for fund companies and distributors. With assets under administration of EUR 320 billion Euroclear Funds Place is one of the leading B2B fund platforms. Over 350 institutional clients (including banks and insurance companies) use Euroclear Funds Place to access one of the worlds largest range of funds with 80000 funds from over 960 fund companies.

In September 2021 Euroclear Funds Place (previously named MFEX) became a part of the Euroclear Group one of the worlds largest providers of domestic and cross-border settlement and related services for bond equity ETF and mutual fund transactions creating a new funds market utility.

Responsibilities

• Clients portfolios reviews (checking of funds referencing and rebates rate) and billing process management
• Client service support re. specific Clients requests (internal follow-up)
• Maintenance of monthly processes
• Database management (Salesforce)
• Assist the Client Service Manager to prepare quarterly and annual client review meetings

Qualifications

• Fluent written and spoken English and French
• Have good Office Packs skills, VBA is a plus
• Be rigorous with figures
• Show strong organizational skills with ability to prioritize
• Be an enthusiastic team player with good interpersonal skills

Key Skills

• Customer Service
• Client Expectations
• Client Requirements
• Client Support
• Action Plans
• Issue Resolution
• Account Management
• Client Relationships
• Service Delivery
• Client Service
• Client Satisfaction
• Client Management
• Procedures
• Service Level Agreements
• New Clients

Employment Type: Intern

Experience: years

Vacancy: 1