Service client Offres d'emploi - Saint-Denis (93)

The apprentice will be integrated in the Client Service team, which oversees the client experience during both the pre and after sales process as well as providing client and salespersons support.

The Client Service team has a major role within the business development. The team is involved in the various steps of the sales process:

• Pre-sales: the Client Service team helps the salespersons in the preparation of client meetings, supports the client evaluation phase of their investments (responses to due diligence questionnaires, legal questions, ad-hoc marketing materials, etc.), and performs KYC checks
• Monitoring of the CRM to reflect client activity in the systems
• Assistance to client transactions (subscriptions / redemptions) and follow-up
• After-sales: handling requests and information from and to the clients

This position will provide you with a full vision of the Asset Management business and its stakeholders within an international environment.

Under the supervision of the Head of Client Service and working closely with the Sales team, you will contribute to the following tasks (not limitative)

• The production of dedicated reports and the sending of all the reportings,
• The management of the weekly Business Development meeting,
• The Preparation of PowerPoint presentations for client’s review meetings,
• Answers to due diligence questionnaire: In the sales process, clients and prospects send due diligence questionnaires (DDQs) on our firm and our strategies. The new apprentice will be in charge of answering the questionnaire, in coordination of the different teams within the company.
• The answers to ad hoc client’s requests, such as data request, estimated flows expectations, communication on our fund’s events, market review…etc
• The support of the salespersons in their day-to-day activity
• Providing assistance on all operational aspects, which includes the follow-up of account opening/ subscription / redemption processes along with our fund’s custodian.
• Rebates calculation within our dedicated tool
• CRM management and reporting: input and maintain up-to-date information into the company’s CRM (Salesforce).
• Transversal projects: create and develop tools to enhance the current organization, Salesforce extractions, etc.

This is a transversal function which will provide the candidate with a general overview of the asset management industry and B-to-B relationships at a global level. The candidate will work with all the different departments within the company.

Required experience & competencies

• Equivalent to Bac +4/5 in Finance
• Interest for the Asset Management and sales
• Main requested skills: team spirit, curiosity, proactivity, be organized and autonomous, be comfortable with working with other teams.
• Fluency (written and spoken) in English and French is necessary.
• Good command of the Microsoft Pack Office

Required Education

• Bac +4/5 /Master or equivalent in Finance