Client Services Specialist Front Office & Risk

Posted 4 Days Ago
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Dublin, IRL
Hybrid
Mid level
Information Technology • Financial Services
The Role
Provide L1/L2 operational support for Alto Invest clients across Front Office and Risk modules. Triage and resolve tickets per SLA, coordinate with R&D and CSMs, run root-cause analysis, support client adoption workshops, maintain documentation, and contribute to service reviews and KPI collection.
Summary Generated by Built In

Who we are looking for 

 

We are looking for a candidate with experience in delivering excellent Client Service in outsourced Technology and/or Service provision offerings within the Investment Funds or Asset Management Industries.  

You ensure customer satisfaction and support the achievement of client objectives on the platform. You are responsible for clients operational support by delivering high quality support and ensuring adoption and satisfaction in your domain of expertise: Front Office & Risk  

 

Why this role is important to us 

 

Amundi Technology is the entity in charge of developing and promoting the technological solutions offered by Amundi Asset Management. Amundi Technology launched a set of solutions and services in 2016. We are now covering the entire savings value chain. Our ambition is to become the leading technology providers in this value chain in Europe and Asia. 

 

Our main solutions go to market are ALTO Investment (fund management and asset owners solutions), and ALTO Wealth distribution (dedicated to private banks and distribution). Other solutions have been developed such as ALTO Asset Servicing, for the depositary controls. 

 

Amundi Technology has an ambitious growth target for the coming years. We already have many clients being onboarded throughout Europe and APAC, and a list of mature prospects that should follow closely. The
Client Services team
is at the center of that strategy, helping
clients reach their strategic outcomes using our technology and services, while delivering our
Product and Services efficiently.
The Client Services team is the operational trusted partner of our clients (asset managers, financial institutions, family offices, asset servicers) and our key objective is to increase customer satisfaction.  

 

What you will be responsible for 

 

Operational Support 

  • Act as the first point of contact for Alto Invest client queries, providing L1 support to clients and L2 support to Alto Trustee clients. 
  • Triage, manage and resolve tickets in line with agreed SLAs, keeping clients informed on progress, workarounds and timelines. 
  • Carry out initial issue diagnosis, including business impact assessment, log review, pre-production testing and identification of possible workarounds or configuration changes. 
  • Prioritise and coordinate tickets in line with Client Success Manager guidance, acting as the functional liaison and operational lead for clients. 
  • Manage client communications during incidents and planned maintenance across Middle Office and trading-related modules and processes. 
  • Progress client requests and change requirements through to closure, including CRR workflow support, impact analysis and collaboration with R&D, Client Success Manager and Relationship Manager. 

 

Consulting & product expertise 

  • Act as a trusted advisor on business process design, recommending best practice to maximise client use of the platform. 
  • Support client visits and adoption workshops with Client Success Manager and Relationship Manager, identifying and passing relevant upsell opportunities to the Relationship Manager. 
  • Contribute to product communities across the Front, Risk and Trustee domains. 
  • Participate in client meetings, visits, and adoption workshops alongside the Client Success Manager and Relationship Manager. 

 

Knowledge management 

  • Create and maintain technical and functional documentation for relevant modules to support knowledge retention across the team. 
  • Promote knowledge sharing and enablement within the Client Services team. 
  • Work closely with Business Line and R&D teams through regular embedment in the analyst domain. 

 

Governance & communication 

  • Contribute to production reviews with clients where analyst tickets require focus. 
  • Participate in weekly Customer Success team meetings to provide CSP updates. 
  • Support the collection of KPIs for service reviews. 

 

What we value for the role  

 

  • Knowledge of the front-to-back value chain and functional analysis capabilities. 
  • Knowledge of SQL and financial products. 
  • Strong troubleshooting, root cause analysis and incident management skills 
  • Excellent client-facing communication, stakeholder management and presentation skills. 
  • Track record of translating technical issues into business impact and recommendations. 
  • Strong organizational skills and the ability to manage competing priorities in a fast-moving environment. 
  • Energetic and responsive; client-oriented with strong interpersonal skills. 

 

Education & Preferred Qualifications 

 

  • Relevant university degree, preference for finance, mathematics, physics, computer science, or related degrees  
  • Experience within the Asset management industry or within FinTech supporting Financial Services 
  • Knowledge of Investment value chain, Front-to-Back Office processes 

About Amundi

What we do.

 With close to 5,500 team members, and market experts in 36 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles. Amundi manages 2.240 trillion euros of assets across six main investment hubs.

What we offer. 

We make all efforts to create a great and positive work environment, focusing on retaining, nurturing and rewarding talent. As a member of our team, you will have access to competitive and comprehensive benefits package inclusive of flexible work options, mentorship as well as an opportunity for cross-functional and geographical internal mobility and a range of development programmes to help you reach your full potential.

Inclusion, Diversity and Social & Societal Responsibility. 

We pride ourselves in being a responsible and committed financial player. We are keen to develop a responsible, demanding vision of our business, paying rigorous attention to our employees ensuring there is equal opportunity, diversity, inclusion and non-discrimination. Amundi Ireland aim to help provide the tools to help balance your professional and personal life providing access to employee networks, such as our Women’s Network, Charity Committee and Mental Health Champions

 

Candidate Personal Data Protection Charter

Amundi is a subsidiary of the Crédit Agricole Group. The information collected as part of your application is subject to computerized processing. The Crédit Agricole Group's Personal Data Protection Charter for Recruitment informs you of the processing operations to which your personal data is subject within the Group, the protection principles applicable to this processing and the manner in which the Group complies with regulatory requirements. You can consult this Charter by clicking on the following link: Candidate Personal Data Protection Charter. By submitting an application, I accept and agree that my personal data be processed in accordance with this Charter.

Skills Required

  • Knowledge of SQL
  • Knowledge of the front-to-back value chain and functional analysis capabilities
  • Knowledge of financial products / investment value chain
  • Strong troubleshooting, root cause analysis and incident management skills
  • Excellent client-facing communication, stakeholder management and presentation skills
  • Ability to manage competing priorities in a fast-moving environment
  • Relevant university degree (preference for finance, mathematics, physics, computer science)
  • Experience within the Asset Management industry or FinTech supporting Financial Services
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The Company
HQ: Paris
4,850 Employees
Year Founded: 2010

What We Do

Amundi, the leading European asset manager, ranking among the top 10 global players* , offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services to cover the entire savings value chain. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €1.9 trillion of assets**. With its six international investment hubs***, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,400 employees in 35 countries. Amundi, a trusted partner, working every day in the interest of its clients and society * Source: IPE “Top 500 Asset Managers” published in June 2022, based on assets under management as at 31/12/2021 ** Amundi data as at 31/12/2022 *** Boston, Dublin, London, Milan, Paris and Tokyo

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