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Stephen Bell Associates Logo Stephen Bell Associates · Finance

Client Services Manager

France, Paris Employment contract · Job Posted December 12, 2025
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Job Description

Our client is a successful boutique asset manager. They are hiring a French speaking Client Services Manager based in their Paris office.

Job Responsibility

  • Act as the primary point of contact for institutional and wholesale clients in France and several other European markets
  • Support the completion of RFPs, RFIs, manager and operational DDQs and ad-hoc requests from prospective and existing clients
  • Attend client review meetings and send follow-up reports
  • Deliver client onboarding, including financial analysis and coordination with transfer agents
  • Handle clients enquiries regarding fund features, portfolio management and market data
  • Manage client queries and process their portfolio requests to agreed service levels
  • Undertake monthly reporting for existing clients
  • Work with sales, fund operations and finance to resolve client services issues
  • Produce distribution agreements, platforms registrations and KYC in collaboration with compliance
  • Undertake CRM monitoring and reporting
  • Manage client contracts and agreements
  • Undertake client financial analysis, including setting performance and profitability targets
  • Coordinate communication between outsourced service providers and internal business units, ensure robust, efficient operational models are in place to mitigate risk while providing a positive client experience
  • Prepare team meeting minutes, project timeline reports and presentations
  • Provide quantitative and qualitative competitor and peers analysis for the sales team
  • Develop strong product knowledge to enable both reactive and proactive product level discussions with clients and prospects

Requirements

  • Fluent French and English
  • Proven experience in institutional or wholesale asset management client services
  • Good understanding of the European asset management industry
  • Interest in financial markets
  • Strong communication and relationship building skills
  • Ability to prioritise and meet multiple deadlines in an entrepreneurial environment
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