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