Institutional Client Success & Onboarding Lead

Amundi; Dublin; Sur place; EUR 55 000 - 75 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client service

Onboarding

KYC

Relationship building

Attention to detail

Communication

Team collaboration

Description du poste

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.