STAGE - Finance Client Service - FUND CHANNEL H/F

Amundi Luxembourg is recruiting for its Fund Channel Luxembourg subsidiary.

About Fund Channel

By joining Fund Channel, you are entering in a leading financial sector!

We are a regulated B2B fund distribution platform created in 2005, jointly owned by founder Amundi and Caceis, based in Luxembourg. We have been ranked as the best European platform three years in a row, in 2022, 2023 and 2024. (source: Platforum)

Our mission is to provide a unique combination of business models, and innovative services to facilitate fund distribution, strengthen transparency and improve processes. We provide a marketplace ecosystem in which Assets Managers and Distributors have access and operate across a dozen different countries in Europe and Asia.

We are based on solid human relationships with clients, partners, and regulators.

Certainly, together we make fund distribution easier.

MISSIONS

The Client Service Trainee will support Relationship Managers in daily client servicing and onboarding activities. This role involves performing daily controls, responding to requests from clients, sub-distributors and asset managers, producing tailored reports and analyses, and coordinating onboarding of new clients onto the platform.

Main tasks:

• Support Relationship Management and other internal departments by handling requests/questions
• Follow-up of relations with bottom 200 Asset Managers:
• Coordinate onboarding of new Asset Managers (AMs), including:

Creating and maintaining the AM onboarding Excel follow-up

Preparing and sending onboarding communications to AMs (inclusing attachments and pricing), initiating contact initiating contact and issuing reminders

Acting as liaison between onboarding teams and the Relationship Manager team

Organizing and leading internal meetings to follow up on negotiations and contractualization with AMs

Making sure that all actions are identified during those calls/meeting

Negotiating and validating AM pricing

Coordinating with other departments, employees and external counterparts to meet onboarding requirements and deadlines

• Respond to client requests, including :

Handling enquiries related to trailer fees (collection, payment, rates)

Maintaining and updating the CRM database

• Produce tailored reporting and analysis:

Prepare monthly manual reports

Perform ad-hoc analyses and reports as requested by clients or management