The role will include but isn't limited to:

- Coordination of the onboarding process for new business relationships (Distribution or Referencing Agreements) in collaboration with the Sales, Legal et Compliance Teams for setting up the contractual, legal and operational framework
- Management of the KYC process in relation to the collection of the relevant documents and update of the CRM at account / business contact level
- Implementation of new standard and/or tailor-made reporting in collaboration with the fund producers ( Crédit Mutuel Alliance Fédérale's Management Companies)
- Provision of full holdings / portfolios to clients upon request
- Maintenance of customers' / prospects' data such as reference data, preferences and distribution list of fund information (factsheets, fund presentations, fund manager's comments, newsletters, etc) in the CRM in close collaboration with Sales teams
- Management of all operational requests received in our team mailbox (in collaboration with any other department deemed appropriate)
- Management and follow-up of invitations to business events such as webinars, conferences, entertainment activities, etc in the CRM and provision of relevant data to Sales teams upon request
- Assistance to Marketing / Business Support teams in the organization and budget monitoring of sales events (material, goodies, invoices)
- Support for small-scale sales events (such as roadshows and conferences) for the delivery of documents and / or the logistics' coordination
- Any other task or mission aimed at supporting together with other departments the sales teams or meeting our business partners' needs (investors and prospects)
- Ensure proper escalation of critical issues to Management whenever required / deemed appropriate to effectively mitigate potential risks to the business