Client Servicing Officer for French/Benelux desk

Job ID: 22495 

Would you like to join our Client Servicing department to strengthen our existing team? We are now looking for a Client Servicing and Sales Support Officer for our French desk to support our growing Institutional and Wholesale Distribution. This is an opportunity for you to work in an international and innovative environment.

At Nordea, we see that the world is changing fast – and we want to be one step ahead of the curve. That is why we are deeply committed to providing the financial solutions of tomorrow to our customers. We are creating an agile environment where we experiment and grow together – and we need your ideas and unique background. With us, you will be in good company with a chance to make your mark on something bigger.  

Nordea Asset Management (“NAM”) is the asset management arm of the Nordea Group, the leading financial services group in the Nordic and Baltic Sea regions. The group has 11 million clients and 30,000 employees. NAM has around 850 employees and manages more than EUR 254 billion of assets for institutional, wholesale and retail clients across the Nordic region and the globe. 

About this opportunity

Welcome to the Client Relationship Services Department in Portugal. We aim to deliver high-quality client service to our prospects and existing customers. As Client Servicing/Sales Support Officer, you’ll play a valuable role in supporting our French Sales Team who are located in Paris.

What you’ll be doing:

• Generally, develop and maintain relationship with our sales colleagues located in France and provide them with proactive service
• Take care of all requests and queries coming from institutional clients (e.g. international wealth management professionals, private banks, global custodians and execution platforms, retail banking organizations, external asset managers, etc.) in close co-operation with internal stakeholders (e.g. Product Management, Legal department, Fund Data department, Marketing etc.)
• Look after all sales supportive tasks e.g. the planning, organization and execution of road shows, client events, fairs and mailing campaigns
• Co-ordinate client distribution contracts, Operation memorandums and account set ups with the Transfer Agency & Compliance Department
• Insure all relevant Fund administration and Transfer Agency related activities and understand the different trailer fee set-ups
• Maintain client information in the CRM system, ensuring completeness, accuracy

You’ll join our multi-cultural team that is composed of 18 team members. Following a hub and spoke model, our Wholesale client servicing functions are centralized in Luxembourg and Portugal for our activities in Europe (ex. Nordic Region) and Latin America. Furthermore, the team is supported in its day-to day-activities by our Client Servicing support team in Lisbon.

This job position is located in Oeiras.

Who you are

Collaboration. Ownership. Passion. Courage. These are the values that guide us in being at our best – and that we imagine you share with us.  

To succeed in this role, we believe that you:

• Have a basic knowledge about the Value chain of Investment Funds and have already had a first experience in the Fund Industry
• Are a self-starter, well organized, multi-tasking with the ability to set priorities and handle problems in a clear and efficient manner
• Have great communication skills and service minded
• Are motivated, service-minded, stress resistant who enjoys working in an international, agile environment

Your experience and background:

• At least 2 years’ experience in a similar position in the Fund Distribution or Asset Management area
• Fluent in French with solid skills in written and spoken English
• Proficiency in Word, Excel and PowerPoint; Knowledge of Salesforce would be relevant

If this sounds like you, get in touch!

Next steps

Submit your application no later than 30/04/2024. Please note the position might be filled before the application deadline. 
 

At Nordea, we know that an inclusive workplace is a sustainable workplace. We deeply believe that our diverse backgrounds, experiences, characteristics and traits make us better at supporting our customers and communities. So please come as you are.