INTERNSHIP – Client Services recruitment

This position will report directly to the Head of Client Services and will have exposure to Client Relationship Managers / Sales as it relates to on-boarding of new clients. This intern position is one year in length.

Responsibilities:

* Develop a solid understanding of the firm’s funds, products, and services

* Help respond to clients’ requests on a timely basis via email and/or phone in consultation with the Head of Client Services

* Manage weekly and monthly mailings of reports to clients

* Assist with client on-boarding, including identifying potential marketing material, initiating KYC, and following through to ensure documents are processed in a timely manner

* Process Pre-Qualification Questionnaires (PQQs) to SharePoint (internal website)

* Manage updates / additions of client information into Client Relationship Management System

* Maintain distribution log per local compliance procedures

* Respond to U.S. related website and local email inbox inquiries

* Track client orders with broker dealer and/or sub-transfer agent and help prepare communication to client

* Maintain client order log for ongoing review by management

* Coordinate with primary client services team in Paris to obtain necessary documents and information to respond to client requests

* Keep track of evolving relations with both existing and prospective clients

* Assist in communication with the legal team to create US compliant documents

* Assist in communication with other Lyxor and SG groups (research, portfolio management) to address client needs

* Assist with scheduling meetings / conference calls for clients and relevant Lyxor professionals / groups and manage travel logistics relating to client service meetings

* On-going research on the market of alternative investments

Candidate Qualifications / Characteristics:

* Related part-time or intern experience would be useful. 0-1 year of experience is ideal

* BS/BA required

* Strong verbal and written English language skills required for all client communication

* Extremely detail oriented, accurate, and thorough

* Accountable for all work and projects and self-directed to provide status updates to relevant parties

* Ability to manage multiple projects simultaneously

* Team oriented and possessing strong collaboration skills to liaise with sales, marketing, portfolio management, accounting, and senior management

* Willingness to adhere to strict compliance procedures

* Strong proficiency in all Microsoft Word applications

** This is a full time internship(40+ hrs per week) looking to start someone ASAP and lasting up to 1 year. Pay is based on experience $20-$27 per hour.