Informations générales
Entité
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.
Référence
2024-92809
Date de parution
16/11/2024
Description du poste
Type de métier
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Intitulé du poste
Client Servicing - Distribution Support Officer M/F
Type de contrat
CDI
Date prévue de prise de fonction
01/11/2024
Poste avec management
Non
Missions
The Client Servicing main mission is to support the commercial development of the Group providing on a daily basis our clients with outstanding operational and administrative support in line with group procedures.
The department is the group’s backbone for the Third Party Fund Distribution activity for cross boarder products (LU/IR/FR) and is organized under 3 teams: Distribution Support, Dealing Support and Distribution Oversight.
Our Distribution Support team is the group’s backbone for the Third Party Fund Distribution activity.
Their main tasks are:
- Monitoring Client requests, providing administrative and operational support
- Coordination of Clients onboarding
- Coordination of Distribution Contracts setup
- Keeping our distributors’ AML/KYC directories up to date to constantly comply with regulatory requirements
Duties and responsibilities
In coordination with the commercial request and several departments of the company, being in charge of the setup of contracts relating to activities with respect to distribution activities performed by Distributors acting either as fund seller or user or both;
- Monitoring of requests to amend or set up brand new Contracts in close cooperation with sales team and several departments of the Company (legal, compliance, middle office, etc.…) and ensure maintenance of the contracts repository.
- Answer any requests coming from internal (Sales, Product Specialist, etc.) and external Clients (Distributors);
- Make sure contractual obligations, particularly all aspects regarding remuneration and Client reporting needs are in line with internal processes and procedures and regulatory requirements;
- Certifying operational feasibility regarding the agreed terms and conditions upfront that will be put in the contract, in close collaboration with the operational teams in charge of the collection and payment of retrocession;
- AML/KYC/KYD data and documentation collection and monitoring.
- Ensure a high quality level of services provided to our Clients.
- Distribution Support Officers are responsible for a portfolio of Clients according to a geographical area coverage.
Localisation du poste
Zone géographique
Europe, Luxembourg
Ville
Luxembourg
Critères candidat
Niveau d'études minimum
Bac + 3 / L3
Formation / Spécialisation
University / Business School
Niveau d'expérience minimum
3 - 5 ans
Expérience
- 3-5 years’ experience in Client Servicing
Compétences recherchées
Excellent communication, problem solving and analytical skills
Capable to support the implementation and effective execution of short- and medium-term plans
Good project management skills
Ability to work under pressure and to cope with multiple deadlines in an efficient and structured way
Practical problem-solving attitude
Strongly motivated and intellectually curious
Good understanding of the business and investment fund industry
A good understanding of the Luxembourg fund industry regulation, legal structures and client service models
Synthesis capacities, problem solver and deliverable-focused
Ability to prioritize and cope with pressure
Ability to obtain, assess and validate information
Ability to cope with a matrix management structure worldwide
Team player spirit
Outils informatiques
Skilled user for standard IT applications, Microsoft Office in particular
Langues
Fluent in French and English; German or Italian would be an asset