Permanent Contract

Client Services Officer M/F

Modified on 28/06/2024

  • Tokyo - Japan
  • Asset Management
  • 2024-90513

Job description

Client On-boarding

  • Onboard new accounts, coordinate account and fund changes and closing in collaboration with the corresponding centers of expertise and other internal/external stakeholders. (Set up dedicated funds / products and manage modifications to the client mandates or dedicated funds.).  Chair kick-off meeting, preparation meeting and post-launch meeting for mandate launch.
  • Prepare and internally circulate Summary of New Discretionary Investment Advisory Account and obtain official approval through internal business Approval system.
  • Assist and co-ordinate the review of legal agreements, investment guidelines, operating memorandum and IMAs/SLAs with internal departments and the client.
  • Conduct KYC (Know Your Client) for institutional clients – maintain KYC data and relevant documents in KYC system.
  • Account data management – feed information on an account management system.

Client Query Management

  • Act as a point of contact for client queries received through various channels
  • Handle issues and complains in line with agreed procedure in collaboration with sales teams.
  • Act as the main Relationship Manager for a major trust bank who distributes our multi-asset strategy product to pension funds.

 Fund-Handling Management

  • Performs duties associated with contract change, fund document change and regulatory changes.
  • Share all the relevant fund-related information and effects with Sales teams, and support them for timely and accurate communication with client.
  • Maintain clients’ account data.

 Liaison with other regions

  • Communication on various matters and issues related to Institutional Business Division (IBD) business, on behalf of Japan.

Reporting

  • Clearly communicate client reporting requirements to the relevant team, manage timelines and send the produced reports to the clients.
  • Ensures delivery of legal documents, fund information and fund reports to the clients
  • Ensures timely and accurate delivery of client reports, in collaboration with the Reporting team and Sales team.

Complément

Candidate should hold a Japan working Visa or have no restrictions on working in Japan

    • Starting date
    • 01/09/2024
    • Position with management
    • No
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
    • Bachelor egree / BSc Degree or equivalent
    • Minimum experience level
    • 6-10 years
    • Compétences recherchées
    • Experience and other requirements:
      • Proficiency in Japanese and English
      • Strong interpersonal and communication skills
      • Strong PC skills (Word, Excel, PPT)
    • Languages
    • Proficiency in English and Japanese required

  • Amundi, the leading European asset manager, ranking among the top 10 global players [1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs [2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,300 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.0 trillion of assets [3]. Amundi, a trusted partner, working every day in the interest of its clients and society [1] Source: IPE “Top 500 Asset Managers” published in June 2022, based on assets under management as at 31/12/2021 [2] Boston, Dublin, London, Milan, Paris and Tokyo [3] Amundi data including Lyxor as at 31/03/2022 By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Amundi
Amundi
Amundi

Amundi

Client Services Officer M/F

Published the 28/06/2024

Permanent Contract
  • Tokyo - Japan
  • Asset Management
  • 2024-90513

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