Missions
CACEIS is the asset servicing banking group of Crédit Agricole and Santander dedicated to asset managers, insurance companies, pension funds, banks, private equity and real estate funds, brokers and corporate clients.Through offices across Europe, North and South America, and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary and fund administration, fund distribution support, middle office outsourcing and issuer services.
With assets under custody of €5 trillion and assets under administration of €3.4 trillion, CACEIS is a European leader in asset servicing and one of the major players worldwide (figures as of 31st March 2024) .
Department and missions:
Part of the Commercial Department, the Relationship Management / Client Coverage Team has the central responsibility to all existing client relationships.
The client types are investment companies/KVGs, investors such as insurances, pension funds and foundations, and asset managers. In our team we manage and improve the service quality thru an active quality management (e.g. service review meetings, customer satisfaction surveys) . When it comes to client complaints and escalations we are the ones to interact with the clients and to coordinate with internal departments. We are also responsible for an up-to-date client documentation incl. KYC & due diligences. Together with our colleagues from Business Development Management we support the strategic development of the client relationship and develop incremental business (cross-selling, up-selling) with our clients.
In this context, your main missions will be:
- Co-operation and support and internal coordination with the various departments e.g. in the preparation of contractual agreements with customers, preparation of service reviews;
- Support and co-working with the client service team in the day to day business;
- Prepare client mailings and client presentation;
- Provide support in the creation of a knowledge database;
- Prepare client and market participant analysis;
- Work together with marketing on new marketing client engagement activities;
- Preparing and following up on customer visits, presentations and team reporting’s incl. Management KPIs
- Contribute in client projects with a regulatory background (e.g. KYC, CRS, MiFID II)
- Paid German courses
- Home office allowance
- Reduction on the Deutschland ticket
- Access to a lot of gym clubs with reduced prices (EGYM Well Pass)
- 6 weeks of vacation per year
- Flexible working hours
- International work environment
Profil recherché
Master's Degree in Business, Finance, Business Administration, Business, Economics.A specialization in Finance or Business Analyst would be appreciated.
A first experience in Project Management and/or Process Management is an advantage. A first experience with clients relationship management would also be a plus.
Hard Skills:
Understanding of the financial industry acquired thanks to a first working experience in the sector (internship, apprenticeship or first job)
Soft Skills:
- Excellent verbal and written expression – service orientated
- High degree of independence and engagement
- Team-oriented, secure and convincing manner
- Goal oriented and commitment to structured work methodology
- Flexibility and self-organized in dealing with new tasks, curious
- High quality awareness, analytical
Profound knowledge in Word, Excel and Power Point
Languages:
English : fluent ; German : intermediate (mandatory)