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
Reference
2025-102076
Publication date
16/07/2025
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
01/10/2025
No
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
Geographical area
Europe, Ireland
City
Dublin
Bachelor Degree / BSc Degree or equivalent
* 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
Level of minimal experience
6-10 years
Experience
7+ years experience in the funds industry in a management level role.
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