Informations générales
Entité
CACEIS est un établissement bancaire, filiale du groupe Crédit Agricole, spécialisé dans les services financiers aux sociétés de gestion et investisseurs institutionnels.
Présent en Europe, en Amérique du Nord, en Amérique du Sud et en Asie, CACEIS propose une gamme complète de produits et services : exécution, compensation, change, prêt-emprunt de titres, conservation d'actifs, banque dépositaire et administration de fonds, support à la distribution des fonds, solutions de middle-Office et services aux émetteurs.
CACEIS est un consolidateur du marché européen de l'asset servicing et affiche une activité en croissance régulière. Le Groupe détient près de 5 300 milliards d'euros d'actifs en conservation et près de 3 400 milliards d'euros d'encours sous administration (chiffres au 31 décembre 2024).
En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion et plaçons l'humain au cœur de toutes nos transformations. Tous nos postes sont ouverts aux personnes en situation de handicap.
Référence
2026-113453
Date de parution
18/06/2026
Description du poste
Type de métier
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Types de métier complémentaires
Types de métiers Crédit Agricole S.A. - Gestion des opérations
Intitulé du poste
Investor Client Services Officer - CSO - Fund Distribution Services H/F
Type de contrat
CDD
Date prévue de prise de fonction
01/08/2026
Poste avec management
Non
Missions
Missions
The Client Service Officer (CSO) acts as the primary operational contact for management companies and fund promoters.
The CSO centralizes and coordinates all client related requests, ensuring the smooth execution of processes and delivering a high level of service throughout the fund lifecycle.
Key Responsibilities
Represent CACEIS and its Transfer Agency services to clients, ensuring clear, consistent and professional communication.
Centralize and manage all client queries (Management Company / fund promoters), distributing tasks to the appropriate internal teams when required.
Track operational items with the relevant teams, ensuring progress and timely completion without performing the operational tasks yourself.
Coordinate with FDS operations teams on client-initiated requests, ensuring clear communication and proper team alignment.
Oversee incident handling and complaint follow up for client driven topics, ensuring issues are logged, investigated and resolved appropriately.
Engage with clients to understand their operational needs and provide guidance on TA processes.
Build strong and collaborative relationships with clients and internal stakeholders (TA Operations, Compliance, Project teams, Relationship Management, Luxembourg and international locations).
Coordinate and communicate key client events internally (such as fund launches, mergers, liquidations) for clients not covered by a Client Service Manager (CSM), ensuring all teams are aligned and informed.
Identify process improvement opportunities and contribute to efficiency initiatives.
Environment
The Client Services Officer team operates in a multicultural and dynamic environment, interacting daily with operational teams to deliver a high quality service.
The CSO role offers broad exposure to TA services, operational workflows and cross department coordination, providing a stimulating environment for candidates who enjoy client interaction, problem solving and transversal collaboration.
Localisation du poste
Zone géographique
Europe, Luxembourg
Ville
Esch-sur-Alzette
Critères candidat
Niveau d'études minimum
Bac + 3 / L3
Formation / Spécialisation
Training in Management, Finance, and Sales
Niveau d'expérience minimum
3 - 5 ans
Expérience
• Proven experience of at least 4 years in fund distribution or within another major activity of CACEIS.
• Experience in client relationship management.
Compétences recherchées
• General knowledge of the investment funds environment, key actors and related activities.
• In-depth understanding of fund distribution activities.
• Excellent interpersonal and communication skills.
• Strong analytical and synthesizing abilities.
• Ability to manage and prioritize workload effectively.
• Proactive mindset, accuracy and strong attention to detail.
• Adaptability and critical thinking.
• Strong sense of teamwork and cross-department collaboration.
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