Institutional Client Service VIE M/F

Amundi; Ireland; On-site; EUR 60,000 - 80,000; Full time

Job summary

A leading company in asset management is seeking a motivated Institutional Client Service VIE based in Dublin, Ireland. This 24-month opportunity focuses on coordinating client onboarding and service requests, ensuring compliance with client documentation, and providing excellent support to institutional clients. Candidates should have strong relationships skills and be adept at multitasking in a dynamic environment.

Qualifications

• Looking for candidates with a Bachelor's degree or equivalent experience in client service.
• Fluency in English is required; French is a plus.
• Should display strong communication, planning, and detail-oriented skills.

Responsibilities

• Coordinate onboarding of new institutional clients and assist with client requests.
• Manage client documentation for KYC and ensure reporting requirements are met.
• Participate in meetings to keep stakeholders informed of progress.

Skills

Client Service

Results-oriented

Communication

Planning and Prioritizing

Attention to Detail

Team Spirit

Education

Bachelor Degree / BSc Degree or equivalent experience

High school / Secondary school / A levels / IB

Job description

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The Institutional Client Services Team supports Institutional, Corporate, and Insurance clients from onboarding to day-to-day servicing in conjunction with local sales teams.

What you will be responsible for

• Assist with the coordination of the Feasibility Assessment Process (FAP), ensuring all relevant stakeholders are informed of new business opportunities.
• Assist with the coordination of the Institutional Client Take-on, becoming familiar with all aspects of onboarding mandates and co-leading the onboarding of new clients.
• Assist with setting up dedicated funds/products and manage modifications independently.
• Receive and service client requests, record them in MY CRM, and monitor resolution, including claims.
• Liaise with clients/sales to obtain KYC documents and follow up regularly to complete KYC refresh.
• Ensure client reporting requirements are understood, produced, and sent to clients.
• Notify relevant areas of large inflows/outflows.
• Coordinate with relevant departments to ensure fee processes are correct and submit invoices/fee statements.
• Respond to ad-hoc client questions promptly and analyze trends to improve service.
• Participate in weekly institutional update meetings to keep stakeholders informed of progress or changes.
• Record constraints from investment management agreements in the appropriate systems.
• Assist and manage ad-hoc projects as needed.

Supplementary Information

The V.I.E and V.I.A are civic services by the French State to encourage young people and companies to work abroad. V.I.E status is subject to conditions concerning age, nationality, or tax residence. Ensure you meet these conditions before applying.

Check eligibility for a VIE role via the provided link.

Position Details

Location: Europe, Ireland

City: Dublin

Job Type: Asset Management

Job Title: Institutional Client Service VIE M/F

Contract: VIE Programme

Duration: 24 Months

Management Position: No

Candidate Profile

Education: High school / Secondary school / A levels / IB

Qualifications: Bachelor Degree / BSc Degree or equivalent experience

Skills:

• Client Service: willingness to go the extra mile, responsible, discreet, and trustworthy.
• Results-oriented: high standards, dependability, initiative, flexibility, and continuous improvement.
• Communication: strong verbal and written skills.
• Planning and Prioritizing: effective scheduling and multitasking.
• Attention to Detail: accuracy in tasks.
• Team Spirit: positive relationships and collaboration.

Languages: English required; French is a plus but not mandatory.