credit-agricole-Amundi
France
Responsibilities
(These responsibilities apply to both Institutional and Distribution clients.)
Client On-boarding and Servicing
- Conduct KYC in a timely manner, collecting required information from Sales or directly from clients, and maintain KYC records and documents in the system
- Onboard new funds, coordinate fund changes and closings, and support related internal/external stakeholders throughout the process
- Manage new Distributor contracts, including fee negotiations and ongoing contract administration
- Prepare internal approval materials for new discretionary investment advisory accounts and support review of legal agreements, investment guidelines, and IMAs/SLAs
- Maintain and update fund data in the portfolio management system
Client Query Management
- Serve as the main contact point for client inquiries received through various channels
- Handle issues and complaints in coordination with Sales and in line with agreed procedures
- Act as the main Relationship Manager...
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Gestion des opérations
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