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Junior Client Services Specialist

Employer
AXA Investment Managers
Location
Milan, Italy
Salary
Competitive
Closing date
Mar 1, 2025
View more categoriesView less categories
Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Background

AXA Investment Managers (AXA IM) is a multi-expert asset management company within the AXA Group, a global leader in financial protection and wealth management. We are one of the largest European-based asset managers with €859.4billion in assets under management as of 30.06.24.

AXA IM employs more than 2 791 employees and operate in 30 cities across 18 countries in Europe, the Americas, Asia and the Middle East.

Job Summary:

We are looking for a recent university graduate for a 12 months Temp position.

The candidate will be working within the Institutional Client Service team where he/she will be asked to support the Italian Sales team, liaising with different stakeholders within the organization, mainly Paris and Luxembourg, and be one of the main point of contact for our client base to support theirs needs. The candidate will be trained in order to provide support to our Italian clients (e.g. Pension Funds, Insurance, Social Agency and Banking Foundation) and to work to multiple levels through the organization.

Key responsibilities:

The position will require to operate at 360° on several different streams supporting the senior client services officers within the team:
  • Provide 1 st level of support to our client base, mainly Pension Funds, Insurance, Social Agency and Banking Foundation
  • Production of Client reporting in coordination with the central team
  • Support the team of fulfilling the collection of the AML/KYC documentation accordingly to group guideline
  • Provide day to day support to the Sales Force
  • Assistance to the senior Client Service officers on managing client On-Boarding for segregated mandates / Pool Fund investments when required
  • Liaison with the Transfer Agent concerning the day-to-day activities
  • Assistance to the senior officers for any extraordinary project
  • Maintenance of the internal Data Bases including CRM system
Your Profile

Experience & skills:
  • BA/BS degree in related field (Economics or Finance preferred)
  • We are searching for a pro-active and client-oriented person with excellent communication skills, self motivated with strong integrity and ethics. Ability to partner with others, identify/anticipate needs and proactively provide support.
  • This position is a multi-faceted role, which requires strong working organizational and planning skills, able to work for objectives and result oriented with good time management skills.
  • Excellent academics - numerical degree, keen attention to detail and ability to effectively multi-task
  • Strong English language is mandatory, and French is a plus. Computer knowledge (Windows, Outlook, Excel), problem solving and a strong team player approach able to operate credibly and network effectively across the company.
  • Proven self-starter with the ability to work independently whilst being a solid team player.
About AXA

The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.

We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.

Our mission : To act for human progress by protecting what matters

Our values : Customer first, Integrity, Courage and One AXA

About the Entity

At AXA IM we are investing with a clear purpose - to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets.

AXA Investment Managers | Home | AXA IM Corporate (axa-im.com)

AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.

Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)

What We Offer

We are committed to offer you an environment where you can:

Grow your potential : Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities.

Shape the way you work : Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).

Thrive within a diverse community : Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.

Move the world forward : Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.

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