General information

Entity

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, issuer services and transfer agent.

With 7,000 employees and a large client base, CACEIS is a European leader in asset servicing and one of the major players worldwide.

By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.

Reference

2025-102076

Publication date

16/07/2025

Job description

Business type

Types of Jobs - Sales / Customer Service

Complementary business types

Types of Jobs - Asset Management

Job title

Client Relationship Manager M/F

Contract type

Permanent Contract

Expected start date

01/10/2025

Management position

Job summary

The Client Relationship Manager (CRM) is responsible for a portfolio of dedicated clients, for whom he/she manages the client relationship on a daily basis. He/she ensures the quality of CACEIS services delivered and guarantees client satisfaction. As such, he/she plays a key role in execution of the commercial strategy by acting as a facilitator between the client and the internal CACEIS players involved in execution of the services.

Monitoring of the quality of the services provided

Chair periodic committee meetings to monitor the quality of the CACEIS service according to the governance policy defined
Intervene, as a point of contact with Operations, in the client complaint escalation procedure
Supervise action plans in respect of his/her clients
Assist Client Project Managers in the effective management of the client's projects
Ensure that the necessary documentation (SLA, Ope Memos, action plan, etc.) is up to date and reviewed with clients and internally
Ensure that all the associated CACEIS policies and procedures (risks, compliance, etc.) are followed
Represent CACEIS at seminars, conferences and market meetings
Potentially be responsible for pricing for certain transactions, in agreement with Client Coverage Executives
Present the acceptance of a new file to the Risks and Compliance Committee, if necessary
Potentially present a file to the Risks and Compliance Committee, in the event of a change in the business relationship
Coordinate Client Satisfaction Surveys, feedback and management of action plans
Contribute to the completeness of the AML/KYC file, in coordination with the dedicated teams
Propose process reviews in the event of recurring client problems, in collaboration with the CSM

Know Your Customer and business development

Analyse market information about clients (annual reports, press releases, etc.)
Propose bespoke solutions to meet client needs, in line with client expectations and in coordination with the Client Team
Use the main client satisfaction indicators available:
o Analyse these indicators
o Establish action plans in collaboration with the Client Team and monitor them during the Client Team Meeting
Regularly inform the Client Team of news concerning clients in his/her portfolio
Chair Service Reviews according to the defined governance (presentation of CACEIS news, quality indicators, project status, etc.) and determine the level of client satisfaction with the client
Prepare and participate in Board of Directors meetings for clients with activities in Luxembourg

Supplementary Information

Development of commercial strategy

Work in partnership with the Client Coverage Executive to define the actions contained in the “account plan” documentation (connectivity, competition, value proposition)
Actively contribute to Account Reviews led by the Client Coverage Executive and his/her delegates
Contribute to development and updating of the “client profile” documentation with a view to improving client satisfaction and business development
Develop knowledge of the competitive landscape and stay up to date with the client’s perception of CACEIS

Responsibility for risks associated with clients in his/her portfolio

Perform the necessary checks and analyses for assessment of risks relating to clients within his/her scope in accordance with the standards and procedures applicable within CACEIS

Position location

Geographical area

Europe, Ireland

City

Dublin

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

Experience of attending and presenting at board / client meetings.
Comprehensive working knowledge of one of the following (fund accounting, transfer agency, custody, trustee and financial reporting).
Good knowledge of current regulatory developments affecting the funds’ industry
Project management skills.

Level of minimal experience

6-10 years

Experience

7+ years experience in the funds industry in a management level role.

Required skills

French would be an advantage.

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