Type de contrat :
VIE

Institutional Client Service VIE M/F

Modifiée le 14/04/2025

  • Lieu : Dublin - Irlande
  • Secteur : Gestion d'Actifs
  • Numéro de l'offre : 2025-99464

Description du poste

Who we are looking for

The Institutional Client Services Team supports Institutional, Corporate and Insurance clients from on-boarding of the client to day to day servicing in conjunction with the local sales teams.

 

What you will be responsible for

  • Assist with the co-ordination of the Feasibility Assessment Process (“FAP”) ensuring that all relevant stakeholders are informed of the new business opportunity
  • Assist with the co-ordination of the Institutional Client Take on ensuring that all relevant stakeholders are informed of the new business opportunity. Become familiar with all aspects of the onboarding on mandates and to co-lead the onboarding of new clients.
  • Assist with the co-ordination of the set up dedicated funds / products and manage modifications to dedicated funds independently.
  • Receive and service client requests. Record the requests in MY CRM, track and monitor client requests for resolution, including dealing with Claims
  • Liaise with the client/ sales to obtain the relevant client KYC documents and follow up on a defined regular basis to complete the KYC refresh.
  • Ensure client reporting requirements are understood by the relevant reporting team, produced and received in order to send these 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 fee process is working correctly (fee rebates / management fee calculations) and submit invoices/fee statements to the client
  • Ensure that Ad-hoc questions received from clients are properly responded on in a timely and complete manner. Analyse trends of client requests and identify possible options to address these while meeting client expectations.
  • 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.
  • Assist and manage adhoc projects as they arise.
     

 

 

 

 

 

 

Complément

The V.I.E and V.I.A are civic services put in place by the French State to encourage young people and companies to undertake work abroad. As a result, V.I.E status is subject to specific conditions concerning age, nationality or tax residence. To go on a V.I.E assignment, you must make sure that you meet these conditions relating to the National Service Code, the rules of the host country and your commitment to Business France.
To find out if you meet the conditions to apply for a VIE role please click the link below:
https://mon-vie-via.businessfrance.fr/en/what-is-the-vie-french-international-internship-program.

  • Durée
    24 Months
    Poste avec management
    Non
    Niveau d'étude minimum
    Bac
    Formation / Spécialisation
     Education & Preferred Qualifications• Bachelor Degree / BSc Degree (or equivalent relevant working experience)
    Compétences recherchées
    What we value for the role
    • 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
    • Planning and Prioritising: schedules and prioritises own work to meet objectives, performs tasks effectively and efficiently and has the ability to multi-task.
    • Attention to detail: applies rigor and accuracy to all assigned tasks.
    • Team Spirit: demonstrated ability to maintain positive people relationships and build strong links with colleagues and wider business.
       
    Langues
    English. French an added benefit (not a requirement).

  • Premier gérant d'actifs européen parmi les 10 premiers acteurs mondiaux [1], Amundi propose à ses 100 millions de clients - particuliers, institutionnels et entreprises - une gamme complète de solutions d'épargne et d'investissement en gestion active et passive, en actifs traditionnels ou réels. Ses six plateformes de gestion internationales [2], sa capacité de recherche financière et extra-financière, ainsi que son engagement de longue date dans l'investissement responsable en font un acteur de référence dans le paysage de la gestion d'actifs. Les clients d'Amundi bénéficient de l'expertise et des conseils de 5 300 professionnels dans 35 pays. Filiale du groupe Crédit Agricole, Amundi est cotée en Bourse et gère aujourd'hui plus de 2 000 milliards d'euros d'encours [3]. Amundi, un partenaire de confiance qui agit chaque jour dans l'intérêt de ses clients et de la société. [1] Source : IPE « Top 500 Asset Managers » publié en juin 2022 sur la base des encours sous gestion au 31/12/2021 [2] Boston, Dublin, Londres, Milan, Paris et Tokyo [3] Données Amundi y compris Lyxor au 31/03/2022. En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion et plaçons l'humain au cœur de toutes nos transformations. Tous nos postes sont ouverts aux personnes en situation de handicap.

Amundi

Amundi

Institutional Client Service VIE M/F

Publiée le 14/04/2025

Type de contrat :
VIE
  • Dublin - Irlande
  • Gestion d'Actifs
  • 2025-99464

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