General information
Entity
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
2025-97148
Publication date
14/03/2025
Job description
Business type
Types of Jobs - Asset Management
Job title
CLIENT SOLUTION & SUPPORT M/F
Contract type
Permanent Contract
Expected start date
01/04/2025
Management position
No
Job summary
Mission
Provide support for Amundi's Front Office applications, primarily Alto Investment and, specifically, the Wealth & Management applications (Alto Wealth). Additionally, he/she will be responsible with the rest of the team for implementing and managing any issues/requests from external clients, according to the needs detailed in the service contract.
Key responsibilities & Duties
Customer Service:
- Provide high-quality support to users of the AW tool. Mainly advisory and discretionary portfolio management.
- Respond to inquiries via Jira and live Teams, ensuring prompt response times according to the SLA.
- Guide the client in resolving technical and functional issues related to the use of the tool.
Resolution of Incidents:
- Identify, analyze and solve incidents reported by clients.
- Escalate complex issues to the development or project team when necessary.
Training and Preventive Support:
- Conduct onboarding and training sessions for new clients.
- Provide personalized recommendations to optimize the use of the AW platform.
Documentation:
- Update and maintain the internal and public knowledge base with user guides, tutorials, and help articles.
- Document usual incidents and requests to identify patterns and suggest improvements.
Interdepartmental collaboration:
- Work closely with support and development teams to report customer needs and feedback.
- Participate in team meetings to improve the overall customer experience.
Position location
Geographical area
Europe, Spain
City
Sant Cugat del Vallés (Barcelona)
Candidate criteria
Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
- Bachelor’s degree in Engineering, Information Technology, Business or Finance.
Level of minimal experience
3-5 years
Experience
- 3+ years of relevant experience in technical support or customer service.
Required skills
- Excellent analytical skills.
- Strong communication and interpersonal skills.
- Problem-solving skills and a customer-focused mindset, with a focus on continuous improvement of the user experience.
- Self-motivated and a fast learner with a proactive approach to work.
- Ability to work both independently and collaboratively within a team.
Technical skills required
- Advanced training in data management tools is a must (Squirrel, DBeaver, Oracle).
- Extensive experience working with CRM tools and ticketing systems.
- Strong command of VBA, SQL, and jql programming.
- Proficiency in Microsoft Office for data extraction and creation of dynamic dashboards.
- Experience working with advisory platforms, portfolio management tools, data terminals and financial information (Bloomberg) is highly desirable.
- Knowledge of Power BI and Python is recommended.
Languages
Fluency in Spanish and English. French is a plus.