Client Services Officer M/F

Amundi

CDI Information and Record Clerks
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Location
Japan, Tokyo, Japan
Posted
June 30, 2026

Job Description

Description du poste

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 a...