Ensure operational, regulatory and relationship excellence of the Client Services function
Manage the activity and teams
Secure flows and operations
Actively contribute to the development strategy and to the continuous improvement of tools and processes
Oversee the management of incoming and outgoing flows (subscriptions, estates, donations, distributions, IFU, ex-post fees, etc.)
Monitor and analyze business activity (subscriptions, Middle Office, Back Office)
Implement and track service performance KPIs
Ensure quality, timeliness and best execution objectives are met
Produce activity summaries and reporting for Management
Ensure proper application of internal procedures and regulations (AMF, professional obligations)
Ensure the service complies with its regulatory obligations
Perform first-level controls and contribute to the security of operations
Manage and monitor operational and regulatory incidents
Lead and coordinate Client Services teams (partner relations, commission management, Back Office, Middle Office)
Recruit: define profiles, select and onboard employees
Lead and engage teams: unite, motivate and mobilize colleagues around objectives
Maintain high-quality relationships with clients, investors and distribution partners
Contribute to the rollout and improvement of services related to distributor/investor relationships
Ensure the functional and operational follow-up of business tools
Actively participate in the development and optimization of tools (extranets, internal tools, CRM)

Requirements

Higher education (finance, management, law or equivalent)
Proven experience of at least 7 to 10 years in an asset management firm or a similar financial environment
Demonstrated experience in team management and activity oversight
Strong knowledge of Client Services, Middle Office and Back Office processes
Solid understanding of business rules and regulation (AMF)
Proficiency with business tools and CRM systems (e.g., Salesforce, Unicia…)
Strong analytical, control and reporting skills
Recognized personal qualities: leadership, team spirit and communication skills, rigor, organization and autonomy, customer service and compliance focus, initiative and a drive for challenges.

Benefits

RTT (additional leave days)
Meal vouchers
Holiday bonus
Profit-sharing

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

team managementactivity oversightanalytical skillscontrol skillsreporting skillsbusiness rulesregulation complianceKPI trackingprocess improvementoperational excellence

Soft skills

leadershipteam spiritcommunication skillsorganizationautonomycustomer service focusinitiativedrive for challengesmotivationrelationship management