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 for a major trust bank distributing our multi-asset strategy product to pension funds

- Fund Handling and Client Communication

- Manage tasks related to contract changes, fund document updates, and regulatory changes
- Share fund-related information and impacts with Sales teams to support timely and accurate client communication
- Maintain clients’ fund data and communicate relevant contractual, regulatory, and strategic updates to clients

- Liaison with Other Regions

- Coordinate on various IBD-related matters with other regions,



including Paris, Milan, Dublin, and the UK, on behalf of Japan

- Reporting

- Communicate client reporting requirements to relevant teams, manage timelines, and deliver reports to clients
- Ensure timely delivery of legal documents, fund information, and fund reports in collaboration with Reporting and Sales teams

- Others

- Circulate internal notifications for existing account activities
- Monitor client satisfaction and work with stakeholders to improve service quality
- Liaise with relevant departments to resolve issues, implement preventive measures, and prepare client explanations when needed
- Stay aligned with integral and local process/system improvements and support smooth implementation

Candidate should hold a Japan working Visa or have no restrictions on working in Japan

hybrid

Geographical area

Asia, Japan

City

Tokyo

Qualification

Bachelor Degree / BSc Degree or equivalent

Experience level

3-5 years

Experience

- Proficiency in Japanese and English
- Strong interpersonal and communication skills
- Strong PC skills (Word, Excel, PPT) and comfort using various Amundi tools (APC, New Sphere, New CRM, LIFE, Alto Studio AI etc)

Required skills

- Proficiency in Japanese and English
- Strong interpersonal and communication skills
- Strong PC skills (Word, Excel, PPT) and comfort using various Amundi tools (APC, New Sphere, New CRM, LIFE, Alto Studio AI etc)

Languages

- Proficiency in English and Japanese required

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📌 Client Services Officer M/F (Asia)
🏢 Amundi
📍 Asia