Job Purpose:
- The ETF CRM Specialist will be responsible for pre-trade and post-trade client operations such as RFPs, Regulatory Reports, Contracts, etc
- The ETF CRM Specialist will also be expected to ensure coordination between sales teams and clients, and also the rest of Lyxor organisation
- Guarantee compliance with rules and procedures of internal sales and service as the interface between all persons involve in the client relationship.
Your Responsibilities:
- Manage the answers to all clients ad-hoc requests
- Manage the customer claims process in tandem with the departments involved (sales, management, marketing, legal, compliance, etc
- Take part in clients projects and discussion to enhance service, and more broadly, to develop new business opportunities
- Manage the good production, delivery and implementation of all specific contracts done with important clients
- Follow-up on due diligence through the enhancement of the information delivered to fund selection team across Europe
- Manage the sending of official communications regarding products news
- Answer client RFPs and Due Diligence requests
- Organize on site due diligence visits with clients
- Manage a number of special reports for clients to answer their regulatory reporting requirements
- Manage the automatisation of all clients reporting on a central basis
- Launch KYC on boarding process in the case of investment advisory
- Functional supervision of the dissemination of data produced by Lyxor Digital Team within German-speaking data providers (WM and others).
Skills and Qualifications:
- University degree in Finance or equivalent
- Solid knowledge of financial markets, banking and asset management
- Experience in ETFs strongly preferred
- Ability to analyze and summarize
- Fluent in both, English and German (written and orally) is required, another language is a plus
- Ability to cover various client environments
- Ability to manage projects involving varied and transversal knowledge in asset management
- Ability to multi task
- Creative, pro-active and conviction driven
- Operating efficiency.
Source: for more information click here.