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
2024-91966
Date de parution
14/10/2024
Description du poste
Type de métier
Types de métiers Crédit Agricole S.A. - IT, Digital et Data
Types de métier complémentaires
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Intitulé du poste
Senior client lead H/F
Type de contrat
CDI
Date prévue de prise de fonction
01/11/2024
Poste avec management
Non
Cadre / Non Cadre
Cadre
Missions
Amundi Technology's CS team is the main point of contact for our customers (asset managers, financial institutions, family offices, etc.). It’s objective is to make the Voice of Customer resonate inside Amundi Technology.
The CS team is the operational trusted partner of our clients. CS is the main entry point for our customers consuming the ALTO Solutions and Amundi Business line services (Trading, Middle Office, Data services).
Inside this team, the Senior Client lead is the most senior position allocated to one or several of our strategic accounts.
Each account also has a Relationship Manager (RM), working hands in hands with the Senior Client Lead. The RM is focusing on driving the strategic & commercial discussions.
Your mission:
Client success:
- Building the Client Success Plan (CSP) enabling to reach Client Strategic outcomes
- Orchestrating the CSP delivery within Amundi Technology (Client Services, R&D, Onboarding, Product) and beyond (services delivered by Amundi Business lines : Trading, Middle Office, Data services)
- Animating the Client Success team, creating a culture in which people want to do their best and feel an urgent need to improve process and delivery for clients
Solution adoption:
- Being the operational partner of the Client teams
- Ensuring that our client realizes the maximum outcome from Amundi’s services
- Advising on best practices with regular close collaborations (on-site visits)
Client Satisfaction:
- Monitoring Client Satisfaction
- Identifying ways to continuously improve Client Satisfaction
Client Service delivery excellence:
- Accountable for Customer Requests resolution : supervising the support activity (tickets to be closed by CS Support consultants)
- Client support team capacity, motivation and stability over time
- Rolling out CS best practices
- Escalating to pools of expertise inside AMT and beyond to maximise CS productivity
Commercial expansion:
- Identifying upselling opportunities for the RM to close
- Organizing Billable man-days with Relationship Manager (e.g. changes request)
Governance & communication:
- Leading the monthly operational client meetings
- Co-leading the Customer Service review semi annual (with RM)
- Leading the Customer Success team weekly meetings (internal)
- Reporting Client strategic updates to AMT executive level
Compléments
Amundi Technology is the entity in charge of developing and promoting the technological solutions offered by Amundi Asset Management. Amundi Technology launched a set of solutions and services in 2016. We are now covering the entire savings value chain. Our ambition is to become the leading technology providers in this value chain in Europe and Asia.
Our flagship solutions offered to the market are ALTO Investment (portfolio management solution for asset managers and asset owners) and ALTO Wealth & Distribution (advisory and discretionary portfolio management solution for distributors and private banks). Other specialized solutions have also been developed, such as ALTO Asset Servicing for custodian compliance. Furthermore, as a committed company, Amundi has invested heavily in ESG investments and climate impact. Our ALTO Sustainability technology solution integrates ESG data and investment analysis to offer the best ESG and climate decision-making tool.
Amundi Technology has an ambitious growth target for the coming years. We already have a big series of clients being onboarded throughout Europe and APAC, and a list of mature prospects that should follow closely. Client Services (CS) team is at the center of that strategy, helping clients reach their strategic outcomes via our technology and services, while delivering our Product and Services efficiently.
Localisation du poste
Zone géographique
Europe, France, Ile-de-France, 75 - Paris
Ville
Paris
Critères candidat
Niveau d'études minimum
Bac + 5 / M2 et plus
Formation / Spécialisation
- Master's level
- Relevant university degree, preference for finance, mathematics, physics, computer science, or related degrees
Niveau d'expérience minimum
11 ans et plus
Expérience
- Experience within the Asset Management industry or within FinTech supporting Asset Managers
- Knowledge of Investment value chain, Front-to-Back Office processes
Compétences recherchées
- Client focus: Ability to understand customer needs, develop strong relationships and deliver high quality, personalized service. Ability to translate Amundi Technology's offering into value for customers.
- Excellent communication and presentation skills in French & English: Ability to communicate clearly and persuasively, both in writing and orally, with customers at different hierarchical levels and internal teams.
- Prior experience as part of a management team (lead role with plan, resource and issue/change responsibilities) that successfully managed a full life cycle implementation
- Experience in supporting business development opportunities through proposal creation, review and presentation
Outils informatiques
- Microsoft Office pack – Word, PowerPoint, Excel
- Knowledge of different Alto* modules, Jira, Confluence
Langues
Fluent english and french