Institutional Client Service Manager

Amundi; Dublin; On-site; EUR 55,000 - 75,000; Full time

Job summary

Amundi Ireland seeks a diligent Institutional Client Services professional to support UK, Ireland, the Netherlands and Nordics clients across the full lifecycle. You will act as the bridge between Sales, clients and legal/compliance, risk operations and reporting teams, ensuring smooth onboarding and ongoing servicing.

The role involves coordinating take-on, handling client requests, conducting KYC, producing reports on schedule, and collaborating with invoicing and fee processes.

Qualifications

• Proven client service experience in asset management or financial services.
• Experience onboarding mandates and managing client life cycle.
• Fluency in English; additional European language a plus.

Responsibilities

• Coordinate institutional client take-on and onboarding to completion.
• Receive, record and track client requests through resolution, including claims.
• Liaise on KYC documents at start and through the relationship; process in KYC system.
• Ensure timely client reporting and distribute reports to clients.
• Notify relevant teams of large inflows/outflows.
• Oversee invoicing and fee statements with relevant departments.
• Lead weekly institutional update meetings on progress and changes.
• Identify process improvements within Client Services and cross-teams.

Skills

Client service

Onboarding

KYC

Relationship building

Attention to detail

Communication

Team collaboration

Job description

Overview of the Role

Responsible for the day-to-day servicing of clients within the Institutional Client Services Team. The chosen candidate will work closely with the Institutional Sales Team covering institutional clients based in Ireland, UK, The Netherlands and the Nordics and will support this client base throughout the client’s full life cycle. The candidate will be the contact point between Sales, clients and the internal support areas including, legal, compliance, risk operations and the reporting teams.

Responsibilities

• Lead the co-ordination of the Institutional Client Take and manage the take on to a successful completion while ensuring that all relevant stakeholders are informed of the new business opportunity. Ensuring that the global onboarding process will be adhered to and keep onboarding plans fully up to date.
• Receive and service client requests. Record client the requests, track and monitor these through to resolution, including dealing with Claims.
• Liaise with the client/ sales to obtain relevant client KYC documents at the start of the business relationship and throughout the business relation, process the documentation in the KYC system.
• Ensure client reports are produced on time and send client reports at agreed intervals and deadlines to the client.
• Ensure the notification of any large inflow/outflows are communicated to relevant areas of the business.
• Liaise with the relevant department to ensure that the invoicing fee process is working correctly (fee rebates / management fee calculations) and submit invoices/fee statements to the client.
• Conduct and contribute to weekly institutional update meetings to ensure all stakeholders are fully aware of the progress of a new business opportunity or changes to an existing client.
• Proactively identify, assess and implement improvements or efficiencies in the tasks and processes of the Client Services team, or in our interactions with other teams.

What we value for the role

• Client service experience within the investment management industry with primary focus on servicing the needs of institutional clients; will consider relevant experience in other areas
• Experience in the onboarding of mandates
• Client Service: willingness to go the extra mile to provide an excellent standard of service. Takes personal responsibility for delivering with discretion and integrity.
• Results focused: maintains high standard of quality, dependability and excellence in the delivery of all activities, and demonstrates initiative, flexibility and willingness to continuously improve performance standards.
• Communication: strong verbal and written communicating skills
• Excellent organisational skills with the ability to manage multiple priorities and deadlines effectively.
• High level of accuracy and attention to detail.
• Team Spirit: Builds positive working relationships and strong links with colleagues across the wider business

Experience, capabilities and skills

• Proven experience servicing institutional clients within the asset management industry
• Fluency in English, additional European language skills an asset
• Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs
• Committed to maintain quality of work
• Ability to look ahead and identify opportunities or issues based on understanding of clients’ needs

About Amundi

What we do. With close to 5,500 team members, and market experts in 37 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles. Amundimanages1.895 trillion euros of 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 shave 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.