▷ [Urgent Search] Institutional Client Services Manager

9 hours ago


Dublin, Ireland Amundi Ireland Limited Full time

Overview of the Role

Responsible for the day-to-day servicing of clients within the Institutional Client Services Team. The chosen candidate will work closely with the Institutional Sales Team covering institutional clients based in Ireland, UK, The Netherlands and the Nordics and will support this client base throughout the client’s full life cycle. The candidate will be the contact point between Sales, clients and the internal support areas including, legal, compliance, risk operations and the reporting teams.

What you will be responsible for

- Lead the co-ordination of the Institutional Client Take and manage the take on to a successful completion while ensuring that all relevant stakeholders are informed of the new business opportunity. Ensuring that the global onboarding process will be adhered to and keep onboarding plans fully up to date.
- Receive and service client requests. Record client requests, track and monitor these through to resolution, including dealing with Claims.
- Liaise with the client/sales to obtain relevant client KYC documents at the start of the business relationship and throughout the business relationship, process the documentation in the KYC system.
- Ensure client reports are produced on time and send client reports at agreed intervals and deadlines to the client.
- Ensure the notification of any large inflow/outflows are communicated to relevant areas of the business.
- Liaise with the relevant department to ensure that the invoicing fee process is working correctly (fee rebates/management fee calculations) and submit invoices/fee statements to the client.
- Conduct and contribute to weekly institutional update meetings to ensure all stakeholders are fully aware of the progress of a new business opportunity or changes to an existing client.
- Record constraints listed in investment management agreements in the appropriate system/tool.
- Proactively identify, assess and implement improvements or efficiencies in the tasks and processes of the Client Services team, or in our interactions with other teams.

What we value for the role

- Client Service: willingness to go the extra mile to provide an excellent standard of service. Takes personal responsibility for delivering with discretion and integrity.
- Results focused: maintains high standard of quality, dependability and excellence in the delivery of all activities, and demonstrates initiative, flexibility and willingness to continuously improve performance standards.
- Communication: strong verbal and written communicating skills.
- Planning and Prioritising: schedules and prioritises own work to meet objectives, performs tasks effectively and efficiently and has the ability to multi-task.
- Attention to detail: accuracy to all assigned tasks.
- Team Spirit: demonstrated ability to maintain positive people relationships and build strong links with colleagues and wider business.

Education & Preferred Qualifications

Degree level or equivalent professional qualification or equivalent work experience.

About Amundi

What we do: With close to 5,500 team members, and market experts in 35 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles. Amundi manages 2.037 trillion euros of assets across six main investment hubs.

What we offer: We make all efforts to create a great and positive work environment, focusing on retaining, nurturing and rewarding talent. As a member of our team, you will share access to a competitive and comprehensive benefits package inclusive of flexible work options, mentorship as well as an opportunity for cross-functional and geographical internal mobility and a range of development programmes to help you reach your full potential.

Inclusion, Diversity and Social & Societal Responsibility: We pride ourselves in being a responsible and committed financial player. We are keen to develop a responsible, demanding vision of our business, paying rigorous attention to our employees ensuring there is equal opportunity, diversity, inclusion and non-discrimination. Amundi Ireland aims to help provide the tools to help balance your professional and personal life providing access to employee networks, such as our Women’s Network, Charity Committee and Mental Health Champions.

#J-18808-Ljbffr


  • Audit Manager

    1 day ago


    Dublin, Ireland Verde Search Full time

    Role | Audit Manager Company | Globally recognised Accounting Firm Size | 300 across Ireland, 200+ in Dublin Focus| Leisure / Tech / Retail / Manufacturing sectors Tech | CaseWare Based | South Central Dublin Hybrid | 2-3 days a week in-office Offer | Attractive base salary + Bonus + Pension + Health + Partner Path Verde Search are partnering with a growing...


  • Dublin, Ireland Verde Search Full time

    Role| Tax Assistant Manager Company| Highly respected specialist Irish Tax firm Size| 45 staff in Dublin (and growing) Areas| High profile business leaders, HNWI and their associated companies Based| Dublin 4 Hybrid| 2-3 days a week in-office Offer| €60k - €70k base salary + Bonus (up to 10%) + Salary review in 6 months ---- Verde Search are partnering...


  • Dublin, Ireland Design Build Search Full time

    Design Build Search are working with a leading mechanical engineering contractor operating across Ireland. They are currently recruiting for a Contracts Manager to join our team and provide leadership and direction on all projects managed. Responsibilities: Responsible for driving operations and budget through successful leadership, organisation plans,...


  • Dublin, Ireland J.P MORGAN S.E Dublin Branch Full time

    Job Description You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. Job Summary As a Vice President in Depositary Services Team, you are an...


  • Dublin, Ireland CareerWise Recruitment Full time

    Field Service Representative is required by CareerWise Recruitment for our Dublin based client. They require experience in service, maintenance & commissioning of all types of water chiller plant, AHUs, unitary air-conditioning systems a major advantage as transitioning to an office-based position from Field service. This job would be based in the Dublin...


  • Dublin, Ireland GKR Search & Selection Full time

    Aircraft Leasing Technical Analyst - Dublin, Ireland My client is a major aircraft leasing firm which is recruiting for a Technical Analyst with aircraft leasing experience. Reporting directly to the CTO, this is a great opportunity to join a high-profile lessor. Responsibilities: Develop tools for forecasting maintenance events and cash flows. Create...


  • Dublin, Ireland Northeastern University Full time

    Head of Institute and Director of Research, NU Institute Dublin Head of Institute and Director of Research, NU Institute Dublin Apply locations Dublin, Ireland time type Full time posted on Posted 30+ Days Ago job requisition id R128911 About the Opportunity Northeastern University is seeking a dynamic, entrepreneurial research professional to launch and...

  • Urgent: Audit

    1 day ago


    Dublin, Ireland Verde Search Full time

    Verde Search is partnering with a fast growing firm of chartered accountants and business advisers, seeking a new Audit & Accounts Senior for their North Dublin offices. The Audit and Accounts Senior role will be based in North Dublin with the prime opportunity to become Manager at an accelerated pace compared to most firms. Role Audit and accounts...


  • Dublin, Ireland State Street International (Ireland) Ltd Full time

    Market Risk Client Service AVP role will be responsible for the successful oversight, maintenance & execution of the client service function for large Global Asset Managers liquidity management services. The individual will have a lead role in the team who is responsible for the delivery of liquidity risk analytics. This will involve developing key client...


  • Dublin, Ireland Design Build Search Full time

    Design Build Search is seeking aDirector - Project Manageron behalf of our client based in Dun Laoghaire. The selected candidate will provide Project Management services for clients, while working within a busy team supporting and developing the Project Management Practice. This is an excellent opportunity to join a talented and growing team, who have built...


  • Dublin, Ireland Osborne Recruitment Full time

    Managing Director At Osborne, we believe in delivering exceptional recruitment and talent solutions that drive success for our clients and candidates. Our mission and purpose are guided by our core values of Excellence, Growth, Integrity, Collaboration, and Care. As we continue to grow, we are now looking for an experienced and ambitious Managing Director to...

  • Associate, Banking

    14 hours ago


    Dublin, Ireland IDEX Consulting Full time

    We have been retained by one of the Irish markets, top-tier Banking & Finance practices to lead the search for an associate (1-4 PQE) - the firm is well known by Banking & Finance groups globally as being the go-to for heavyweight financial institutions to lead on the Irish elements. You will have access to the markets premium work and a route to...


  • Dublin, Ireland Independent Search Solutions Full time

    My client one of the main distributors of Medical, Scientific and Laboratory Equipment to Hospitals, Life Science Businesses, Pharmaceutical Companies and Academic Institutions has a role for a Field Service Engineer. Working both at the companies Workshop and on-site at Client facilities you will manage the Installation, Maintenance, Training, and up-keep...


  • Dublin, Ireland Design Build Search Full time

    Design Build Search is partnering with a well-established construction company to recruit a Site Manager for their residential homes projects. This role is ideal for an experienced Site Manager with a proven background in managing residential construction projects, seeking the opportunity to progress in their career. The successful candidate will be...


  • Dublin, Ireland Global Professional Consultants Full time

    My client, Irelands top Civil Engineering main contractor based in Ireland and the UK are now searching for a Foreman for a projects in Dublin and Wexford. Role: Manage and supervise on-site teams, including tradespeople and subcontractors, ensuring work is carried out safely and to specifications. Coordinate daily activities, liaising with project managers,...


  • Dublin, Ireland Vickerstock UK Full time

    Vickerstock is pleased to continue their partnership with one of Ireland's foremost construction firms, on the appointment of a Building Services Manager About the company This Irish company boasts an impressive portfolio of top-tier construction ventures encompassing key sectors such as commercial, residential, fit-out, and conservation. They operate with a...


  • Dublin, Ireland AON Full time

    Senior Client Service Advisor - Professional Services Do you want to work in the largest dedicated Professional Services team in Ireland with exposure to large multinational and complex accounts? If so, this might be the role for you! This is a hybrid role with the flexibility to work from our new Dublin office and virtually. Aon is in the business of better...


  • Dublin, Ireland Independent Search Solutions Full time

    My client, one of the main distributors of Medical, Scientific and Laboratory Equipment to Hospitals, Life Science Businesses, Pharmaceutical Companies, and Academic Institutions, has a role for a Field Service Engineer. Working both at the company's Workshop and on-site at Client facilities, you will manage the Installation, Maintenance, Training, and...

  • Tax Director

    14 hours ago


    Dublin, Ireland Priority Placements Ireland Limited Full time

    Priority Placements - Recruitment Agency Meath Tax Director - Private Client Services As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Dublin (hybrid) Permanent DOE SCPCS RESPONSIBILITIES 1. Support team to disrupt, improve and evolve ways of working when...


  • Dublin, Ireland Calibre Search Full time

    Senior Structural Engineer Dún Laoghaire, Dublin €60,000 - €70,000A homegrown Irish Civil and Structural Engineering consultancy based in Dún Laoghaire, Dublin, are actively recruiting for a Senior Structural Engineer with at least 8+ years' experience as a Structural Engineer in a consultancy environment to join the team in a permanent staff...