Institutional Client Service Manager

Amundi Ireland Limited; Dublin; Sur place; EUR 60 000 - 80 000; Plein temps

Résumé du poste

Amundi Ireland Limited is seeking an experienced Institutional Client Services professional to service institutional clients across Ireland, UK, the Nordics and the Netherlands. You will act as the liaison between Sales, clients and internal support teams throughout the client life cycle.

Key responsibilities include coordinating take-on, onboarding, processing client requests, delivering timely reports, and driving process improvements within the Client Services team to ensure high standards of

Qualifications

• Experience servicing institutional clients within asset management.
• Experience in onboarding mandates and client life cycle processes.
• Strong communication, both verbal and written, with internal and external stakeholders.
• Excellent organisational skills to manage multiple priorities and deadlines.
• High attention to accuracy and detail in all client servicing activities.
• Ability to build and maintain relationships across teams to support clients.

Responsabilités

• Lead coordination of institutional client take-on and onboarding activities.
• Respond to client requests and track resolutions, including Claims.
• Liaise with Sales to gather KYC documents and process in KYC system.
• Ensure timely client reports are produced and delivered as scheduled.
• Communicate large inflows/outflows to relevant departments.
• Oversee invoicing processes and fee statements to clients.
• Participate in weekly updates to keep stakeholders informed.
• Identify improvements to processes within the Client Services team.

Connaissances

Client service experience

Onboarding experience

Communication skills

Organisational skills

Attention to detail

Team collaboration

Description du poste

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.