Client Services Specialist Data &BI

Amundi Ireland Limited; Dublin; Hybrid; EUR 55,000 - 75,000; Full time

Job summary

Amundi Ireland Limited in Dublin seeks a Client Services professional to support our outsourced technology and service provision for investment funds and asset management clients. You will ensure client satisfaction by delivering high-quality support in Data and BI, driving adoption, and enabling our clients to reach their objectives on the platform.

You will work with the Client Success and Relationship teams to manage incidents, deployments, and change requests, and you will translate

Qualifications

• Experience delivering client service in outsourced Tech/Service setups in investment funds or asset management.
• Knowledge of Data and BI to support client objectives.
• Understanding of front-to-back investment value chain and governance.

Responsibilities

• Act as the primary contact for client queries, providing first-line support and managing tickets through to resolution in line with SLAs.
• Prioritise and coordinate case handling in line with CSM guidance, ensuring clients are kept informed throughout.
• Support the delivery of client change requests and business deployments by coordinating with internal teams.
• Manage client communication during incidents, maintenance, and service disruptions.
• Gather business requirements for change requests and elevate to the Client Success Manager and Relationship Manager as needed.

Skills

Client service

Data BI

Investment funds

Asset management

Education

Relevant university degree (finance/IT/math)

Job description

Who we are looking for

We are looking for a candidate with experience in delivering excellent Client Service in outsourced Technology and/or Service provision offerings within the Investment Funds or Asset Management Industries.

You ensure customer satisfaction and support the achievement of client objectives on the platform. You are responsible for clients operational support by delivering high quality support and ensuring adoption and satisfaction in your domain of expertise: Data and BI.

Why this role is important to us

Amundi Technology is the entity in charge of developing and promoting the technological solutions offered by Amundi Asset Management. Amundi Technology launched a set of solutions and services in 2016. We are now covering the entire savings value chain. Our ambition is to become the leading technology providers in this value chain in Europe and Asia.

Our main solutions go to market are ALTO Investment (Fund management and asset owners solutions), and ALTO Wealth distribution (Dedicated to private banks and distribution). Other solutions have been developed such as ALTO Asset Servicing, for the depositary controls.

Amundi Technology has an ambitious growth target for the coming years. We already have many clients being onboarded throughout Europe and APAC, and a list of mature prospects that should follow closely.

The Client Services (CS) team is at the center of that strategy, helping clients reach their strategic outcomes using our technology and services, while delivering our Product and Services efficiently.

The client services team is the operational trusted partner of our clients (asset managers, financial institutions, family offices, asset servicers) and our key objective is to increase customer satisfaction.

What you will be responsible for

Operational Support

• Act as the primary contact for client queries, providing first-line support and managing tickets through to resolution in line with SLAs.
• Prioritise and coordinate case handling in line with CSM guidance, ensuring clients are kept informed throughout.
• Support the delivery of client change requests and business deployments by coordinating with internal teams.
• Manage client communication during incidents, maintenance, and service disruptions.
• Gather business requirements for change requests and elevate to the Client Success Manager and Relationship Manager as needed.
• Support the preparation of error notes and claims analysis in collaboration with relevant stakeholders.

Consulting & product expertise

• Provide trusted advice on business and process design, recommending best practices to improve client adoption and use of the platform.
• Participate in client meetings, visits, and adoption workshops alongside the Client Success Manager and Relationship Manager.
• Identify and escalated upsell opportunities to the Relationship Manager.
• Contribute to product communities and specialist knowledge-sharing initiatives.

Knowledge management

• Provide trusted advice on business and process design, recommending best practices to improve client adoption and use of the platform.
• Participate in client meetings, visits, and adoption workshops alongside the Client Success Manager and Relationship Manager.
• Identify and escalated upsell opportunities to the Relationship Manager.
• Contribute to product communities and specialist knowledge-sharing initiatives.

Governance & communication

• Provide trusted advice on business and process design, recommending best practices to improve client adoption and use of the platform.
• Participate in client meetings, visits, and adoption workshops alongside the Client Success Manager and Relationship Manager.
• Identify and escalated upsell opportunities to the Relationship Manager.
• Contribute to product communities and specialist knowledge-sharing initiatives.

What we value for the role

• Knowledge of the front-to-back value chain and functional analysis capabilities.
• Knowledge of financial products.
• Strong troubleshooting, root cause analysis and incident management skills
• Excellent client-facing communication, stakeholder management and presentation skills.
• Track record of translating technical issues into business impact and recommendations.
• Strong organizational skills and the ability to manage competing priorities in a fast-moving environment.
• Energetic and responsive; client-oriented with strong interpersonal skills.

Education & Preferred Qualifications

• Relevant university degree, preference for finance, mathematics, physics, computer science, or related degrees
• Experience within the Asset management industry or within FinTech supporting Financial Services
• Knowledge of Investment value chain, Front-to-Back Office processes

About Amundi

What we do. With close to 5,500 team members, and market experts in 36 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles. Amundi manages 2.6 trillon eurosof assetsacrosssix main investment hubs.

What we offer. We make all efforts to create a great and positive work environment, focusing on retaining, nurturing and rewarding talent. As a member of our team, you will have access to competitive and comprehensive benefits package inclusive of flexible work options, mentorship as well as an opportunity for cross-functional and geographical internal mobility and a range of development programmes to help you reach your full potential.

Inclusion, Diversity and Social & Societal Responsibility. We pride ourselves in being a responsible and committed financial player. We are keen to develop a responsible, demanding vision of our business, paying rigorous attention to our employees ensuring there is equal opportunity, diversity, inclusion and non-discrimination. Amundi Ireland aim to help provide the tools to help balance your professional and personal life providing access to employee networks, such as our Women’s Network, Charity Committee and Mental Health Champions

Candidate Personal Data Protection Charter

Amundi is a subsidiary of the Crédit Agricole Group. The information collected as part of your application is subject to computerized processing. The Crédit Agricole Group's Personal Data Protection Charter for Recruitment informs you of the processing operations to which your personal data is subject within the Group, the protection principles applicable to this processing and the manner in which the Group complies with regulatory requirements. You can consult this Charter by clicking on the following link: Candidate Personal Data Protection Charter. By submitting an application, I accept and agree that my personal data be processed in accordance with this Charter.