VIE - Administration %26 Customer Service Officer

Job description

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AXA Investment Managers (AXA IM) is a leading asset manager offering a diverse range of investment opportunities across traditional and alternative asset classes. With our products, we seek to diversify and grow our portfolios, while providing our clients with long-term value and investment performance.

AXA IM manages approximately 844 billion euros in assets, including 480 billion euros incorporating ESG, sustainable or impact criteria, at the end of December 2023. We are committed to achieving the objective of zero greenhouse gas emissions greenhouse gas emissions by 2050 for all eligible assets, as well as integrating ESG considerations into our activities, from stock selection to our actions and our corporate culture.

At the end of December 2023, AXA IM employs more than 2,700 employees spread across 23 offices and 18 countries. AXA IM is part of the AXA Group, a global leader in insurance and asset management.

One of the objectives of AXA IM Select is to develop "Wealth Management" services for the AXA Group.

AXA IM Select Belgium targets the affluent customer segment (minimum of € 100.000) in collaboration with various group entities in Belgium and abroad.

AXA IM Select is positioned as a portfolio manager.

DISCOVER your opportunity:

AXA IM Select must have a strong operational leadership to respond to numerous requests and react quickly to changing market conditions and legal evolutions.

In order to continuously maintain the company at this high standard of efficiency the Administration & Customer Service Officer will ensure a best in class service towards customers, intermediaries and account managers with respect to the procedures and obligations in place.

As a member of the Operations team the Administration & Customer Service Officer reports to the Operations Manager. She/he is in constant contact with customers, business contributors and both internal and external partners of the group (AXA IM Group, Custodian bank).

She/he is responsible for ensuring a high quality of services to the end clients and business contributors (bank agents

and brokers), following and improving the company’s internal processes, involvement in the company invoicing process, participating in the management reporting and company’s operational and financial projects.

Your roles and responsibilities:

• Perform regulatory checks and pre-evaluate new customer and intermediary contracts
• Follow-up of customer acceptance process and relations with Custodian
• Follow-up and validate financial operations on customer portfolios
• Verify the update process of the portfolio management system and database and perform routine reconciliation checks
• Single Point of Contact for the invoicing process for intermediaries and related tax inquiries
• Provide support for the company’s CRM system, client and intermediary applications
• Work on continuous improvement of operational processes and systems
• Respond to the final customer, intermediaries and sales team over the phone, by e-mail and ordinary mail for overall inquiries
• Reporting to AXA Group entities and the regulator
• Participation in the management reporting
• Involvement in finance and operations related projects
• Involvement in transversal/international initiatives

Desired profile

Qualifications :

Your qualifications and experience:

·  Bachelor degree
·  Experience in the financial world
·  Experience in using computer software (Microsoft Office, Salesforce)

Your knowledges and skills:

·  Bilingual Dutch/French – Good knowledge of English
·  Good knowledge of Microsoft Office suite
·  Basic knowledge of accounting and VAT principles
·  Computer literacy
·  Focus on customer
·  Accuracy in task performance
·  Flexibility
·  Resistance to stress
·  Ability to meet deadlines
·  Ability to work in team as well as autonomously