Fund Onboarding Client Services, Officer
il y a 4 jours
Principales responsabilitésLe/la Chargé(e) de Service Clients devra principalement:
- Etre un point de contact privilégié pour nos clients, s’assurer que la perception et la satisfaction de nos clients sur la qualité de service sont des éléments fondamentaux à optimiser au quotidien ;
- Animer et coordonner les évènements liés à la vie des fonds (lancements de fonds, fusions, liquidations, changements de dépositaires, etc.) ;
- Initier en interne les demande de changement de nos clients, suivre ces demandes, participer à la mise en place de nouvelles solutions et améliorations pour nos clients, et suivre la négociation et facturation de ces changements ;
- Etablir des tableaux de pilotages et statistiques des activités et prestations fournies à nos clients, et ce en relation avec l’ensemble de nos départements opérationnels afin de récolter les données nécessaires ;
- Gérer de façon autonome des réunions client (rédiger les agendas en amont, organiser et animer les réunions, rédiger des compte rendus dans les délais impartis, et analyser les points ouverts jusqu’à leur résolution) ;
- ** Formation requise** : formation Bac + 4 ou Bac + 5 obligatoire.
- ** Expériences requises**:
- Vous avez une expérience minimum de 5 ans dans la finance de marché (middle ou back-office titres et cash, valorisation de fonds, service clients, client onboarding etc.) ;
- Vous maîtrisez les opérations post-marché (règlement/livraison ) et avez une bonne connaissance de l’environnement dépositaires et systèmes de place ;
- Vous avez de bonnes connaissances sur le métier de l’Asset Manager et des différentes priorités de ce type de business
- ** Qualités personnelles**:
- Doté(e) d'un bon relationnel, vous faites preuve d'initiative, de bonnes capacités d'analyse et de gestion des priorités, capacité d’apprentissage des process, des structures et des évolutions structurelles du groupe ;
- Doté(e) d’un bon esprit de synthèse, vous êtes à même de coordonner et de mener une réunion client ou une réunion en interne: agenda, animation des discussions, revue des points bloquants, compte-rendu et suivi. Vous savez prendre du recul et procéder à une analyse factuelle de la situation.
- Excellente communication orale et écrite indispensable.
- ** Maîtrise des langues**: Anglais courant indispensable.
- ** Compétences informatiques**: Microsoft Office (Word, Powerpoint, Excel).
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