Client Services

Il y a 2 jours

Paris, Île-de-France Stephen Bell Associates Temps plein

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Our client is a successful global asset manager. They are hiring a French speaking Client Services & RFP Manager based in their Paris office.

Key responsibilities
include:

act as the primary point of contact for institutional and wholesale clients in France and several other European markets support the completion of RFPs, DDQs and ad-hoc requests from prospective and existing clients attend client review meetings and send follow-up reports deliver client onboarding, including financial analysis and coordination with transfer agents handle clients enquiries regarding fund features, portfolio management and market data manage client queries and process their portfolio requests to agreed service levels undertake monthly reporting for existing clients, work with sales, fund operations and finance to resolve client services issues produce distribution agreements, platforms registrations and KYC in collaboration with compliance undertake CRM monitoring and reporting manage client contracts and agreements, undertake client financial analysis, including setting performance and profitability targets coordinate communication between outsourced service providers and internal business units ensure robust, efficient operational models are in place to mitigate risk while providing a positive client experience prepare team meeting minutes, project timeline reports and presentations provide quantitative and qualitative competitor and peers analysis for the sales team and develop strong product knowledge to enable both reactive and proactive product level discussions with clients and prospects

The successful candidate will be a self-starter, speak fluent French and English, possess proven client services and RFP experience gained in asset management, good knowledge of investment products, strong communication and project management skills, excellent attention to detail and the ability to prioritise and meet multiple deadlines.

Client Services

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