Mission
La Française Am Finance Services is looking to add a dutch speaking "(Junior) Client Relationship Manager" position in Luxembourg to strengthen the Client Relationship/Sales support team.
This is a permanent role that will offer the successful candidate a great opportunity to build knowledge in the asset management industry within a highly successful international team.
The role will include but isn’t limited to:
Coordination of the onboarding process for new business relationships (Distribution or Referencing Agreements) in collaboration with the Sales, Legal & Compliance Teams for setting up the contractual, legal and operational framework
Management of the KYC process in relation to the collection of the relevant documents and update of the CRM at account / business contact level
Implementation of new standard and/or tailor-made reporting in collaboration with the fund producers ( Crédit Mutuel Alliance Fédérale’s Management Companies)
Provision of full holdings / portfolios to clients upon request
Maintenance of customers’ / prospects’ data such as reference data, preferences and distribution list of fund information (factsheets, fund presentations, fund manager’s comments, newsletters, etc) in the CRM in close collaboration with Sales teams
Management of all operational requests received in our team mailbox (in collaboration with any other department deemed appropriate)
Management and follow-up of invitations to business events such as webinars, conferences, entertainment activities, etc in the CRM and provision of relevant data to Sales teams upon request
Assistance to Marketing / Business Support teams in the organization and budget monitoring of sales events (material, goodies, invoices)
Support for small-scale sales events (such as roadshows and conferences) for the delivery of documents and / or the logistics’ coordination
Any other task or mission aimed at supporting together with other departments the sales teams or meeting our business partners’ needs (investors and prospects)
Ensure proper escalation of critical issues to Management whenever required / deemed appropriate to effectively mitigate potential risks to the business
Profile
Your ways of working & how you complement us
Proven analytical skills – ability to extract, analyze and assimilate information
Proficiency in major MS Office Applications (Word, Excel, PowerPoint and Outlook)
University degree, ideally in Business administration, Finance, Economics or other related studies
1-3 years’ experience in a European Client Services position or in a similar role within the Financial services industry (Fund Investment / Asset Management)
Strong operational background, ideally with knowledge of the French (Southern European as a plus) mutual fund industry, distribution platforms and transfer agency operations
Experience in collaborating with international operations and customer facing teams, exposure to other cultures/countries
Fluent in Dutch, English and French, other languages considered as an advantage
Flexibility to work in a multicultural, changing environment
Hands-on mentality with the ability to set priorities
Team player, with the ability to work as an individual contributor