Job description

Business type

Types of Jobs - Operations

Job title

Client Services Officer M/F

Contract type

Permanent Contract

Expected start date

01/07/2026

Management position

No

Job summary

Responsibilities
(These responsibilities apply to both Institutional and Distribution clients.)

• Client On-boarding and Servicing
  - Conduct KYC in a timely manner, collecting required information from Sales or directly from clients, and maintain KYC records and documents in the system
  - Onboard new funds, coordinate fund changes and closings, and support related internal/external stakeholders throughout the process
  - Manage new Distributor contracts, including fee negotiations and ongoing contract administration
  - Prepare internal approval materials for new discretionary investment advisory accounts and support review of legal agreements, investment guidelines, and IMAs/SLAs
  - Maintain and update fund data in the portfolio management system
• Client Query Management
  - Serve as the main contact point for client inquiries received through various channels
  - Handle issues and complaints in coordination with Sales and in line with agreed procedures
  - Act as the main Relationship Manager for a major trust bank distributing our multi-asset strategy product to pension funds
• Fund Handling and Client Communication
  - Manage tasks related to contract changes, fund document updates, and regulatory changes
  - Share fund-related information and impacts with Sales teams to support timely and accurate client communication
  - Maintain clients' fund data and communicate relevant contractual, regulatory, and strategic updates to clients
• Liaison with Other Regions
  Coordinate on various IBD-related matters with other regions, including Paris, Milan, Dublin, and the UK, on behalf of Japan
• Reporting
  - Communicate client reporting requirements to relevant teams, manage timelines, and deliver reports to clients
  - Ensure timely delivery of legal documents, fund information, and fund reports in collaboration with Reporting and Sales teams
• Others
  - Circulate internal notifications for existing account activities
  - Monitor client satisfaction and work with stakeholders to improve service quality
  - Liaise with relevant departments to resolve issues, implement preventive measures, and prepare client explanations when needed
  - Stay aligned with global and local process/system improvements and support smooth implementation

Supplementary Information

Candidate should hold a Japan working Visa or have no restrictions on working in Japan

Position location

Geographical area

Asia, Japan

City

Tokyo

Remote work

hybrid

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

Bachelor Degree

Level of minimal experience

3-5 years

Experience

Experience and other requirements:

- Proficiency in Japanese and English

- Strong interpersonal and communication skills

- Strong PC skills (Word, Excel, PPT) and comfort using various Amundi tools (APC,New Sphere,New CRM, LIFE,Alto Studio AI etc)

Required skills

Experience and other requirements:

- Proficiency in Japanese and English

- Strong interpersonal and communication skills

- Strong PC skills (Word, Excel, PPT) and comfort using various Amundi tools (APC,New Sphere,New CRM, LIFE,Alto Studio AI etc)

Technical skills required

- Strong PC skills (Word, Excel, PPT) and comfort using various Amundi tools (APC,New Sphere,New CRM, LIFE,Alto Studio AI etc)

Languages

Proficiency in English and Japanese required