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

CDD - 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.