Institutional Client Service VIE M/F

Job title:

Institutional Client Service VIE M/F

Company:

Crédit Agricole

Job description

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 and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.Reference 2025-99464Publication date 14/04/2025Job descriptionBusiness typeTypes of Jobs – Asset ManagementJob titleInstitutional Client Service VIE M/FContract typeVIE ProgrammeTerm (in months)24 MonthsManagement positionNoJob summaryWho we are looking forThe 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.

Supplementary InformationThe 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.Position locationGeographical areaEurope, IrelandCityDublinCandidate criteriaMinimal education levelHigh school / Secondary school / A levels / AS levels / IBAcademic qualification / SpecialityEducation & Preferred Qualifications

• Bachelor Degree / BSc Degree (or equivalent relevant working experience)

Required skillsWhat 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.

Expected salary

Location

Dublin

Job date

Wed, 16 Apr 2025 03:29:02 GMT

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