Agent Fund Life Cycle & Client Experience Team Fr-Eng (M/F)

4011 Esch-sur-Alzette

De 4250 à 4250 euros par mois

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Description de l'entreprise

Sofitex Talent Recruitment Fort d'une expérience de plus de 30 ans dans les Ressources Humaines, Sofitex est un réseau international de Travail Temporaire et de Placement en CDI. Sofitex fonde sa dynamique et son succès sur le professionnalisme de ses équipes, sa forte réactivité et sa proximité.

Description du poste

For one of our clients, a financial institution located in Esch Belval, Sofitex Talent is currently looking for a

Agent Fund Life Cycle & Client Experience Team (M/F)

Mission:

Agents of the Fund Life Cycle & Client Experience Team support the full operational lifecycle of investment funds and contribute to client- and investor-facing service quality. They perform a combination of production activities, oversight tasks, client governance support, digitalisation work, and cross-location collaboration with India. The position requires precision, reliability, strong communication, and a proactive mindset oriented toward continuous improvement. Agents report directly to the Manager of the FLC & Client Experience Team.

Tasks and responsibilities:

BAU Production & Operational Delivery (Fund Life Cycle + Investor Services) - Fund Life Cycle responsibilities include:

Creating and maintaining fund static data in internal systems (MFTA, RIS, EXP, FLC tools)

Executing Fund Life Cycle events including new launches, share class openings, mergers, migrations, liquidations, fee setup, and calendar updates

Ensuring daily BAU tasks are delivered on time and according to SLAs

Detecting and escalating anomalies in static data, fee setup, or calendar configurations

Investor Services responsibilities include:

Handling investor and client queries with professionalism and timeliness

Managing dividends, trailer fees, investor reporting, and related controls

Ensuring investor-related data is accurate and consistent across systems

Transversal support tasks include:

Producing KPI files, Quality Board indicators, and operational dashboards

Updating logs, checklists, trackers, and MS365 Lists

Oversight, Quality Control & Risk Management (Lux + India)

Performing first- and second-level controls with up-to-date SOPs and checklists
Validating the completeness and accuracy of India deliverables
Reviewing KPIs, error logs, and control results to identify trends
Participating in monthly Learning-From-Errors routines and RCA exercises
Supporting internal/external audits with accurate documentation

Client Experience & Client Governance Support

Supporting the production and validation of SLA KPI packs
Maintaining SLA repositories and ensuring documentation accuracy
Supporting Client Performance Review preparation and actions follow-up
Contributing to Due Diligence preparation, questionnaires, and visits
Ensuring clear, structured, client-oriented communication with stakeholders

Cross-Location Collaboration (Lux ↔ India)

Participating in regular coordination calls with India
Providing clear instructions and procedural updates
Supporting training and onboarding of offshore colleagues
Ensuring timely and accurate offshore contributions (KPIs, controls, reporting)

Digitalisation & Continuous Improvement (MS365, BI, Copilot)

Using MS365 tools (Lists, SharePoint, Planner, Teams) in daily work
Supporting Power BI dashboard validation and enhancement
Contributing to automation pilots and simplification initiatives
Keeping SOPs and documentation aligned with process changes

Profil recherché

Operational skills

Advanced level of French and English
Knowledge of Transfer Agency and Fund Distribution operations
Understanding of Fund Life Cycle processes and static data
Proficiency in MFTA, RIS, EXP, and internal FLC tools
Ability to prepare KPIs and operational dashboards
Proficiency with MS365 (Excel, Lists, SharePoint)
Basic understanding of Power BI
Willingness to use AI/Copilot and automation tools
Strong attention to data accuracy and consistency

Behavioral skills

Strong team spirit and collaborative mindset
Client-oriented and professional communication
Accurate, reliable, and structured working attitude
Respect for controls, deadlines, and procedures

This is an opportunity for an initial 1-month contract + extensions (mission of 6 months)

Salary: 3950€ gross + 13th month + meal vouchers

Location: Esch Belval

Gute Gründe, sich für Sofitex zu entscheiden

Zeitarbeitsagentur
Talent

171 Rte d'Esch,
1471 Gasperich Luxembourg

+352 2 62 95 24 00

contact@sofitex-talent.lu

Anfahrt zur Agentur Stellenangebote anzeigen

interim Activites Financieres Assurance

Agent Fund Life Cycle & Client Experience Team Fr-Eng (M/F)

4011 Esch-sur-Alzette

De 4250 à 4250 euros par mois

interim

Veröffentlichungsdatum

13/07/2026

Referenznummer

ICFGOH6L0NBJ

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Sofitex begleitet Sie auf Ihrem Weg

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Vor der Einstellung

Ein persönliches Gespräch, um Ihren Werdegang, Ihre Kompetenzen und Ihre Erwartungen zu verstehen. Wir begleiten Sie bei der Definition Ihres beruflichen Projekts und bei der Suche nach einer Stelle, die zu Ihnen passt.

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Der Auftragsvorschlag

Wir bieten Ihnen eine Stelle, die Ihrem Profil entspricht: Position, Arbeitsumfeld, Bedingungen und Perspektiven. Sie werden in jeder Phase transparent informiert.

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Der Start in die Selbstständigkeit

Wir bereiten Ihre Ankunft vor, damit Sie Ihre neue Stelle unter den bestmöglichen Bedingungen antreten können. Sofitex bleibt Ihr bevorzugter Ansprechpartner und begleitet Sie vom ersten Tag an.

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