Client Relations Officer M/F - VIE New York 

Boursorama
 New York, United States       International Volunteer Program        Customer service

Responsibilities

Summary of the key purposes of the role 


As part of the Lyxor US Business Development Team, you will be working within the client relationship management team and report directly to the U.S. Head of Client Relations. key objectives and primary goals:

  • Assist with Lyxor internal reporting
  • Respond to day-to-day client requests
Assist with on-boarding of new Client, as well as existing client review


Summary of responsibilities  


Main roles and responsibilities

o      Help respond to clients’ requests on a timely basis via email and/or phone in consultation with members of the Business Development team

o      Assist with client on-boarding, including identifying potential marketing material, initiating KYC, and following through to ensure documents are processed in a timely manner.

o      Support the team in managing the KYC review process for all existing investors.

o      Assist with the regular investor services task to be performed with our fund administrator

o      Support the Sales and Client services team with organizational efforts, process/reports updates, client follow ups and compliance documentation.

o      Manage weekly and monthly distribution of marketing materials to clients

o      Manage updates / additions of client information into iC (Client Relationship Management System)

o      Assist in Client on-site visits and any local Lyxor event

o      Respond to our general mailbox inquiries

o      Develop a solid understanding of the firm’s funds, products, and services

o      Work on ah-hoc project linked to the business development of Lyxor activity in the US 

Profile Required

The VIE assignment in a nutshell  


This VIE in New York City is to begin as soon as possible but you need to plan 3 months between your application date and the beginning of your VIE assignment. It will last 18 months.

The VIE is a specific contract, under Business France’s eligibility criteria, open to candidates under 28 and from the member states of the European Economic Space. For further information, please see www.civiweb.com.


Your profile

  • Graduate with a master’s degree from Engineering or Business school or University in Finance
  • Excellent Microsoft Office skills (PowerPoint, Excel, Word, Outlook
  • Excellent communication skills (strong verbal and written English language)
  • Strong client-facing/relationship skills
  • Previous experience in financial services industry and/or familiar with Hedge Fund industry
  • Team oriented
  • Ability to manage multiple projects simultaneously

Why Join Us

To facilitate the examination of your application by our English-speaking managers, we thank you for applying in English.


All our positions are open to people with disabilities.


Business Insight

Lyxor Asset Management (“Lyxor”) was created in 1998 and is a wholly owned subsidiary of Société Générale Group. Lyxor manages over $160 billion globally and is an expert in all modern investment techniques: ETFs and Indexing, Alternative, Structured, Active Quantitative, and Specialized Investments.  Backed by strong research teams and with more than 600 employees worldwide, including approx. 30 in New York, Lyxor is positioned as an innovator and leader in the asset management industry. The Lyxor US office is specialized in the Alternatives investment strategies. 

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Job code: 200000SA
Business unit: Lyxor
Starting date: 06/04/2020
Date of publication: 10/01/2020
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Client Relations Officer M/F - VIE New York 

International Volunteer Program   |   New York   |   Customer service