General information Entity CACEIS is the asset servicing banking group of Crédit Agricole dedicated to asset managers and institutional investors.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, fund administration, fund distribution support, middle-office outsourcing and issuer services.CACEIS is a consolidator in the European asset servicing market and posts sustained growth in its business activities. The group holds €5.3 trillion in assets under custody and €3.4 trillion in assets under administration (figures as of 31 December 2024)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 Publication date /11/2025 Business typeTypes of Jobs - Asset ManagementJob titleSenior Client Relationship Manager M/FContract typePermanent ContractExpected start date01/12/2025Management positionYesJob summary
The Senior 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.MAIN ACTIVITIESMonitoring 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 CSMKnow Your Customer and business development Develops a thorough understanding of client needs and key success factors:o Analyse market information about clients (annual reports, press releases, etc.)o 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 indicatorso 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 LuxembourgSupplementary 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 CACEISResponsibility 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 Send an alert on risks detected if necessaryGeographical areaEurope, IrelandCity
DublinRemote workhybridCandidate criteriaMinimal education levelBachelor Degree / BSc Degree or equivalentAcademic qualification / Speciality
Bachelor Degree in Financial Services / Relevant Professional Qualifications desirable Level of minimal experience 6-10 yearsExperience
5+ years in fund services with a proven tack record in a client relationship management position at a senior level Required skills
Strategic thinker with strong client-first mindsetConfident dealing with senior clients, boards and regulatorsHighly organized, proactive and used to managing multiple prioritiesStrong problem solver with excellent follow throughTechnical skills required
Strong knowledge of Irish fund structureProven track record in managing senior stakeholders and complex client portfoliosExcellent communication, influencing and presentation skillsStrong commercial awarenessFrench an advantageLanguagesEnglish