Client Servicing

1 week ago

Singapore AMUNDI SINGAPORE LIMITED Full time

To support the sales team in servicing all accounts relating to distribution sales;
- To attend to client queries promptly, either addressing them directly or channelling them to the relevant parties;
- To prepare and/or review monthly/ quarterly/ semi-annual / annual reports for internal or external purposes
- To provide timely execution in sending of factsheets, prospectuses and fund materials to clients on a regular basis, and shareholder notices on an ad-hoc basis;
- To coordinate the drafting of new agreements/addendums and operating memorandums among legal, compliance and operations team, external vendors and clients;
- To assist in collating KYC (Know Your Client) and other necessary documents during account opening and yearly updates;
- To assist in completing product questionnaires, fund setup templates and other RFP/RFI requests.
- To liaise with the Transfer Agent/ Trustee / Registrar and other internal stakeholders to ensure smooth daily operational workflow;
- To assist in maintaining and organising all relevant documents pertaining to distribution sales in the relevant folders;
- To update and maintain clients’ information in the MYCRM system;
- To aid the distribution sales team in handling the necessary administrative follow-ups prior to the closing of deals and the necessary after-sales services;
- To check / send daily NAV prices to distributors
- To process invoices on behalf of the locally domiciled funds.
- Any other assigned tasks by HOD.

Other Responsibilities
- To document procedures for new work processes;
- To perform back-up duties and act as cover in the absence of other team members;
- To assist in streamlining processes.

**Requirements**:

- Degree holder, ideally with the following CMFAS papers: M3, M5, M6, M6A, M8 and M8A.
- Meticulous, Inquisitive & able to work under pressure;
- Able & willing to follow the Department’s SOPs
- Able to work independently and have a good sense of time management.
- Able to communicate well and contribute as a team player.

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