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. All our positions are open to people with disabilities.
Reference
2024-92793
Publication date
03/10/2024
Working Hour: 9:00AM-6:00PM
What will you do?
- Point of contact for servicing clients and interacting with the market and other providers.
- Govern overall service delivery to clients, drive improvement of service quality.
- Perform proactive servicing for a designated portfolio of client relationships across product base.
- Fostering a client centric mindset throughout the teams support upselling opportunities.
- Document opportunities, prioritize and lead enhancements to Client Experience, thereby support client retention objectives.
- Contributes to projects aimed at optimizing business performance (processes, equipment, information, systems, etc.)
- Ensures the proper application of regulations in force and their operational within the Group.
- Integrates the principles of the CACEIS Code of Conduct into its activities.
- Ensures compliance with CACEIS policies, standards and procedures.
- Implements appropriate measures to prevent, detect and deter corrupt practices corruption.
- Understand the business line's strategic objectives and decisions and translate them into coordinated action plans.
- Work as a team to understand strategic vision, its short- and long-term and adhere to it.
- When faced with several options or questions, seek and/or obtain from other actors all the information needed to make effective, informed decisions based on the relevance of the issue and in compliance with the companies.
- Take responsibility for the decision taken (personal commitment), defend it and/or convince others if necessary.
- Propose and implement all necessary actions, within the framework of a project, to manage the collective and/or individual impact of change (organization, processes, tools, etc.).
- Encourage team members to take initiative, demonstrate independent thinking and innovation; create the conditions that will enable them to develop and implement new ideas (helping others to dare).
- Keep abreast of developments of client, products & services, industry and market.
What do you need to succeed?
Must-have
- An undergraduate or Master’s degree in accounting, Finance, or other Business-related field.
- Typically, 3 – 5 years of related experience in Client Servicing experience with operational experience in the product.
- Excellent communication (written and oral).
- Strong attention to details and technicalities and excellent organizational skills.
- Good interpersonal and multi-tasking skills.
- Good knowledge about Fund/Trust Industry and Financial Markets in general.
Prior exposure to Operational Risk and the corresponding risk monitoring tools. - A sense of urgency to achieve excellent results.
- Good computer skills.
- Technical skills and proficiency in MS Office applications including PPT, Excel, Word, and Outlook.
- Prior exposure to client query management and monitoring tools.
- Operational experience in more than one product line.
An undergraduate or Master’s degree in Accounting, Finance, or other Business related field.