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Julie AUGEROT

Paris

En résumé

Client Services Manager with experience in investment funds, people management, customer service, resource management, reporting, strategic planning, process improvement and creation of solutions.
- Excellent organisational and multi-tasking skills with ability to plan efficiently and high sense of achievement
- Quick learner who welcomes changes, can adapt and master all aspects of a job with ease
- Action oriented, resourceful and creative team member with strong problem solving skills, motivated by challenges
- Good interpersonal and communication skills, competencies discussions and individual coaching
- Curiosity and interest in continuous personal development


Mes compétences :
Accounting
Broker
Financial services
Management
Microsoft Project
Multi tasking
Planning
Planning skills
Quick learner
Team management

Entreprises

  • JP Morgan - Client Services Team Manager – Senior Associate

    Paris 2012 - maintenant Managed a team of 5 professional employees dedicated to answering Wholesale and Retail clients’ queries for assigned markets in regards to investments into JP Morgan funds with close interaction with Sales and Operations teams.

  • JP Morgan - Client Services Executive – Associate

    Paris 2011 - 2012 Supported a JP Morgan key client (JP Morgan Private Banking) with regards to all their operational queries and ongoing projects.

  • JP Morgan - Transfer Agency Services Team Manager – Associate

    Paris 2008 - 2011 Supervised within the Transfer Agency Services department a team of 8-10 employees in charge of registration and transaction processing activities into the JP Morgan Funds (Luxembourg SICAVs and HK unit trusts).

  • JP Morgan - Transfer Agency Deputy Supervisor

    Paris 2006 - 2008 - Coordinating in the Transfer Agency Services department all non core dealing activities and Special Processes such as distribution of Dividends, release of agents commissions and resolution of NAV breaks
    - Correcting, escalating and reporting to management Incidents and Errors linked to operational activities including dealing, payments and client services activities
    - Analysing and following up on operational error trends and recommending controls and preventative actions

  • Fimat (Societe Generale Group) - Middle Office Officer

    2004 - 2004 - Reconciling daily trades
    - Booking daily discrepancies and producing reports for other departments
    - Assisting the IT team in the automation of a daily trades reconciliation project
    - Checking invoices received before payment by the Treasury department

  • Cerege - Junior Accountant

    2002 - 2003 - Recording all business transactions of the company over a fiscal year
    - Preparing Annual Financial Statements (Balance Sheet and P&L)

Formations

Pas de formation renseignée

Réseau

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