Client Service Associate
il y a 1 semaine
Business Unit:
EMEA
**Job Description**:
Role Summary
The Client Service Associate’s main responsibility is to support the Senior Client Relationship Manager in the monitoring and management of existing French clients. Strengthening the quality of the relationship and supporting cross selling opportunities to existing clients, is a key part of this role. The Client Service Associate, in collaboration with Shared Services, will deliver excellent client service, most notably in reporting and operational delivery. It will provide a reporting service across France’s client base and leverage Russell's knowledge capital and develop efficient business solutions.
This role is an integral part of the EMEA Client team, providing analytical and technical support for client pitches and client communications. It involves interaction with clients and other departments in the Company and with external service providers as necessary.
This role will operate from Russell Investments France and is mainly office based. Some travel maybe required. This role will have a dual reporting line, one into the Country Manager, Managing Director, Co-Head of EMEA Private Market and one into the Senior Client Relationship Manager. As a result, the Client Service Associate should ensure both the Senior Client Relationship Manager and the Country Manager are kept informed of any relevant information, activities and KPIs.
The responsibilities of the individual in this position include:
Regulatory & Business conduct- Displaying exemplary conduct and living by our organisation’s Code of Conduct.- Taking personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct across the business.- Effectively and collaboratively identifying, escalating, mitigating and resolving risk, conduct and compliance.- Reporting to the President of RIF on investment advice, marketing and distribution activities in the Paris office.
Client Service- Ownership of reporting and Client Servicing activities.- Regular client reporting which includes communication of Monthly and Quarterly reports and all communications linked to Russell Investments’ activity (managers changes, ad-hoc communications, research, etc.).- Producing and communicating customised reports.- Monitoring, updating and/or producing all regulatory documents for the Russell Investments France fund range - regulated by the AMF - in collaboration with other departments in the Company and with external service providers as necessary.- Assimilating data and uploading this (qualitative and quantitative) information onto our databases, tables or presentations.
Relationship Management
Client Relationship Management:
- One of Russell Investments points of contact for clients.- Setting up manager/performance review calls or meetings and making sure that clients are satisfied with Russell’s offering or services.- Producing client collaterals
External Providers Relationship Management:
- Leading and monitoring French third-party relationships in coordination with the teams involved.- Being regarded by the external providers as a point of contact for Russell Investments.- Setting up business reviews and making sure that Russell Investment is satisfied with their offering or services.
Cross Sales Support- Working with the Senior Relationship Manager and from time to time with the Sales Team, to develop and maintain regular contacts with the clients.- Promoting RI’s investment services and supporting the potential cross selling of additional products and services (performance simulations, peer comparisons, charts, etc).- Providing strong support and/or completing RFIs/RFPs.- Liaising regularly with the London RFP Team and Sales Support Team for up-to-date information on Russell Investments processes and RFI/RFP responses.
Operations- Providing operational and technical support to clients in their account opening and fund trading processes (and other related issues).- Day to day communication with our OPS Department in London and our Fund Administrator in Ireland (State Street Dublin).- Ensuring all investments are monitored and in line with our compliance obligations.- Compiling data various sources to ensure our business metrics are up to date in terms of Cash Flows, AUM and revenues.
Office Development- Contributing to the development of new or improved Russell Investments capabilities in response to client and/or team demands.
Continued Professional Development- Maintaining an understanding of current themes and developments in the investment industry.
Risk- Carrying out data analytics for AIFMD- Coordinating the collection of risk information from other departments and reporting.- Analysing data update from diverse AIFMD files.- Bachelors degree or equivalent qualification / equivalent experience is required.- Previous experience working for an asset manager or in a similar role preferred.- Fluent in both French and English.- Ability to co
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