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