Senior Client Relationship Manager M/F

<h2> General information </h2> <h3> Entity </h3> CACEIS is the asset servicing banking group of Crédit Agricole dedicated to asset managers and institutional investors. <br/> <br/>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. <br/> <br/>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) <br/> <br/>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..   <h3> Reference </h3> 2025-106163   <h3> Publication date </h3> 24/11/2025 <h2>Job description</h2><h3> Business type </h3><p id="fldjobdescription_primaryprofile">Types of Jobs - Asset Management</p><h3> Job title </h3><p id="fldjobdescription_jobtitle">Senior Client Relationship Manager M/F</p><h3> Contract type </h3><p id="fldjobdescription_contract">Permanent Contract</p><h3> Expected start date </h3><p id="fldjobdescription_date1">01/12/2025</p><h3> Management position </h3><p id="fldjobdescription_customcodetablevalue3">Yes</p><h3> Job summary </h3> <p><p>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.</p><p> </p><p>MAIN ACTIVITIES<br/><strong>Monitoring of the quality of the services provided</strong><br/> Chair periodic committee meetings to monitor the quality of the CACEIS service according to the governance policy defined<br/> Intervene, as a point of contact with Operations, in the client complaint escalation procedure<br/> Supervise action plans in respect of his/her clients<br/> Assist Client Project Managers in the effective management of the client's projects<br/> Ensure that the necessary documentation (SLA, Ope Memos, action plan, etc.) is up to date and reviewed with clients and internally<br/> Ensure that all the associated CACEIS policies and procedures (risks, compliance, etc.) are followed<br/> Represent CACEIS at seminars, conferences and market meetings<br/> Potentially be responsible for pricing for certain transactions, in agreement with Client Coverage Executives<br/> Present the acceptance of a new file to the Risks and Compliance Committee, if necessary<br/> Potentially present a file to the Risks and Compliance Committee, in the event of a change in the business relationship<br/> Coordinate Client Satisfaction Surveys, feedback and management of action plans<br/> Contribute to the completeness of the AML/KYC file, in coordination with the dedicated teams<br/> Propose process reviews in the event of recurring client problems, in collaboration with the CSM</p><p><strong>Know Your Customer and business development</strong><br/> Develops a thorough understanding of client needs and key success factors:<br/>o Analyse market information about clients (annual reports, press releases, etc.)<br/>o Propose bespoke solutions to meet client needs, in line with client expectations and in coordination with the Client Team<br/> Use the main client satisfaction indicators available:<br/>o Analyse these indicators<br/>o Establish action plans in collaboration with the Client Team and monitor them during the Client Team Meeting<br/> Regularly inform the Client Team of news concerning clients in his/her portfolio<br/> 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<br/> Prepare and participate in Board of Directors meetings for clients with activities in Luxembourg</p></p> <h3> Supplementary Information </h3> <p><p><strong>Development of commercial strategy</strong><br/> Work in partnership with the Client Coverage Executive to define the actions contained in the “account plan” documentation (connectivity, competition, value proposition)<br/> Actively contribute to Account Reviews led by the Client Co