Missions
The Client Service Trainee will support Relationship Managers by performing daily controls, answering requests received from our clients sub-distributors and producing some tailor-made reports to their attention.
The trainee will participate in:
1. Performing daily controls
- Monitoring of the quality of service provided by custodians : data control and analysis
- Assisting the company's operational departments in resolving problems related to information sources from custodians
- Reviewing and proposing solutions for the various processes in place within the company in order to improve the current production lines
- Controlling and validation daily accruals for Fund of Funds business
- Answering requests received from our clients sub-distributors
- Handling requests regarding trailer fees collection/payment/rates
- Maintaining updated CRM database
- Creating/updating accesses to our portal website
2. Producing some tailor-made reports
- Producing some monthly « manual » reports
- Performing ad-hoc analysis/report if needed/requested by our clients and/or management
- Performing internal analysis in anticipation of service reviews performing by our Relationship Managers team