Institutional Client Services Manager

at  Amundi

EDUCATION & PREFERRED QUALIFICATIONS

• 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

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.

WHAT YOU WILL BE RESPONSIBLE FOR

• 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.
• Record constraints listed in investment management agreements in the appropriate system/tool.
• 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
• Highly organized: schedules and prioritises own work to meet objectives, performs tasks effectively and efficiently and has the ability to multi-task.
• Attention to detail: accuracy to all assigned tasks.Team Spirit: demonstrated ability to maintain positive people relationships and build strong links with colleagues and wider business.