Fund Client Service Officer (M/F)
BGL BNP Paribas
Luxembourg
il y a 3j

Your mission

Coordinate queries on behalf of clients and sales with external service providers such as Transfer Agents and internal functions (i.

e. Finance, Legal, etc.)

Assist sales channels and clients with regards to account opening and KYC questions

Establish an excellent relationship with Client Relationship Managers and client’s operational teams to ensure consistent support and client satisfaction

Responsible for identifying areas where the service to clients could be improved and therefore become a competitive advantage for BNPP AM (via service calls, sales and client visits etc)

Coordinate ad hoc client and sales communications in collaboration with relevant internal department

Ensure the consistency and accuracy of data between distribution and placement agreements and the BNP Paribas Asset Management Client Relationship Management tool

Coordinate the trailer fees run with the TA, control and validate trailer fees details before payments are released

Active contribution and participation in all Client Service projects

Education :

Bachelor or Master Degree

Professional experience :

  • Ideally, you have gained similar experience in the fund industry.
  • Minimum 5 years of customer service / relationship management / sales assistance
  • Soft skills : Client Focus

    Client Focus

    is able to deeply understand client issues and works with teams to improve the quality of service provided. Responsive when issues arise.

    Stakeholder / relationship management

    is able to effectively influence and negotiate with multiple stakeholders, keeping them informed and engaged.

    Decision making

    is able to make difficult decisions quickly and confidently, and will actively involve others in situations where decisions affect them.

    Results-driven

    Acts with tenacity, balances costs and benefits. Continuously seeks optimum performance.

    Compliance

    Acts in full compliance with applicable laws, rules and regulations, Company policies and code of conduct

    Technical skills :

    Excellent skills in Microsoft Office

    Good knowledge of the mutual fund industry in Europe would be considered as an asset

    Good knowledge of the regulatory and statutory requirements in connection with mutual funds would be considered as an asset

    Language skills :

  • Excellent written and oral skills in English is mandatory
  • Excellent written and oral skills in French is mandatory
  • Any other language is considered as an advantage
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