Institutional Client Services Leader
4 days ago
As an Institutional Client Services Manager at Amundi Ireland Limited, you will be responsible for delivering exceptional service to our institutional clients across various regions. Your primary goal will be to ensure seamless client relationships, from onboarding to ongoing support.
Main Responsibilities
- Lead the co-ordination of the institutional client take and manage the take-on process to successful completion, ensuring all stakeholders are informed about new business opportunities.
- Ensure adherence to the global onboarding process, maintaining up-to-date onboarding plans.
- Receive and service client requests, tracking and resolving them, including handling claims.
- Liaise with clients and sales teams to obtain relevant KYC documents, processing them in the KYC system.
- Produce and send client reports on time, adhering to agreed intervals and deadlines.
Key Skills and Qualifications
- Proven ability to maintain high-quality client relationships, demonstrating discretion and integrity.
- Strong communication skills, both verbal and written.
- Ability to multitask, prioritize work, and meet objectives effectively.
- Attention to detail and accuracy in assigned tasks.
- Strong team spirit, with the ability to build positive relationships with colleagues and the wider business.
About Amundi Ireland Limited
We are a leading investment management company providing retail, institutional, and corporate clients with innovative strategies and solutions tailored to their needs. With close to 5,500 team members globally, we strive to create a great and positive work environment, focusing on retaining, nurturing, and rewarding talent.
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