CDI

Client Services Officer M/F

Modifiée le 09/10/2024

  • Tokyo - Japon
  • Gestion d'Actifs
  • 2024-93049

Description du poste

Responsibilities:

 

Client On-boarding

Ø 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.

Ø Prepare and internally circulate Summary of New Discretionary Investment Advisory Account and obtain official approval through internal business Approval system.

Ø Assist and co-ordinate the review of legal agreements, investment guidelines, operating memorandum and IMAs/SLAs with internal departments and the client.

Ø Conduct KYC (Know Your Client) for institutional clients – maintain KYC data and relevant documents in KYC system.

Ø Account data management – feed information on an account management system.

 

Client Query Management

Ø Act as a point of contact for client queries received through various channels

Ø Handle issues and complains in line with agreed procedure in collaboration with sales teams.

Ø Act as the main Relationship Manager for a major trust bank who distributes our multi-asset strategy product to pension funds. 

 

Fund-Handling Management

Ø Performs duties associated with contract change, fund document change and regulatory changes.

Ø Share all the relevant fund-related information and effects with Sales teams, and support them for timely and accurate communication with client.

Ø Maintain clients’ account data.

 

Liaison with other regions (Paris, Milan, Dublin, UK etc.)

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

 

Reporting

Ø Clearly communicate client reporting requirements to the relevant team, manage timelines and send the produced reports to the clients.

Ø ensures delivery of legal documents, fund information and fund reports to the clients

Ø Ensures timely and accurate delivery of client reports, in collaboration with the Reporting team and Sales team.

 

Others

Ø Circulate Internal Form of Information to officially inform any activities of existing accounts internally.

Ø Monitors client satisfaction at all times and work with relevant stakeholders to improve the overall quality of service provided.

Ø Whenever issues arises, liaise with relevant depts who look into the issues from professional perspective and should help needed, step in to solve issues if necessary. If needed, take appropriate measures by stepping in. Liaise with relevant depts to confirm to set measures to prevent recurrence and accommodate explanatory document for clients.

Complément

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

    • Date de prise de fonction
    • 01/11/2024
    • Poste avec management
    • Non
    • Niveau d'étude minimum
    • Bac + 3 / L3
    • Formation / Spécialisation
    • Bachelor Degree
    • Niveau d'expérience minimum
    • 6 - 10 ans
    • Compétences recherchées
    • Experience and other requirements:u  Proficiency in Japanese and Englishu  Strong interpersonal and communication skillsu  Strong PC skills (Word, Excel, PPT)
    • Langues
    • Proficiency in English and Japanese required

  • 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. Tous nos postes sont ouverts aux personnes en situation de handicap.

Amundi
Amundi
Amundi

Amundi

Client Services Officer M/F

Publiée le 09/10/2024

CDI
  • Tokyo - Japon
  • Gestion d'Actifs
  • 2024-93049

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