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.

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