Types of Jobs - Sales / Customer Service
Complementary business typesTypes of Jobs - Asset Management
Job titleClient Relationship Manager M/F
Contract typePermanent Contract
01/10/2025
No
Job summaryThe Client Relationship Manager (CRM) is responsible for a portfolio of dedicated clients, managing the client relationship daily.
They ensure the quality of CACEIS services and guarantee client satisfaction.
They play a key role in executing the commercial strategy by acting as a facilitator between the client and internal teams.
Monitoring of service quality Chair periodic meetings to monitor service quality according to governance policiesHandle client complaints escalations with OperationsSupervise client action plansAssist Client Project Managers with client projectsMaintain up-to-date documentation (SLA, Ope Memos, action plans)Ensure compliance with policies (risks, compliance, etc.
)Represent CACEIS at industry eventsPotentially handle pricing for transactions, with approvalPresent new files and changes to Risks and Compliance CommitteeCoordinate Client Satisfaction Surveys and feedbackAssist with AML/KYC file completenessPropose process improvements for recurring issuesCustomer Knowledge & Business Development Analyze market info (reports, press releases)Propose tailored solutions to clientsUse satisfaction indicators to analyze and actKeep the Client Team informed of client newsLead Service Reviews and assess client satisfactionPrepare for and participate in Board meetingsAdditional InformationDeveloping Commercial Strategy Collaborate on account plans and competitive positioningContribute to Account Reviews and client profilingStay informed on market perception of CACEISRisk Management Conduct risk assessments for clients as per standardsGeographical AreaEurope, Ireland
CityDublin
Bachelor or equivalent degree
Experience presenting at client/board meetingsKnowledge of fund accounting, transfer agency, custody, trustee, or financial reportingAwareness of regulatory developmentsExperience Level6-10 years
Specific Experience7+ years in fund industry management roles
Required SkillsFrench language skills are advantageous
General InformationCACEIS, part of Crédit Agricole and Santander, offers asset servicing across Europe, North and South America, and Asia.
It provides services like custody, fund administration, and more.
With 7,000 employees, CACEIS is a leading European asset servicer committed to diversity and inclusion.
All job offers are open to persons with disabilities.
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