VIE Programme

Junior Analyst - Client Set-up H/F/D

Modified on 12/12/2024

  • München - Germany
  • Sales / Customer Service
  • 2024-93594

Job description

The VIE contract in short:

According Business France's eligibility conditions, the Volontariat International en Entreprise (VIE) is an assignment in a French company operating overseas for professionals between the age of 18 and 28 who are European Economic Area (EU + Norway, Iceland und Liechtenstein) nationals.

For further information about the eligibility conditions to this programme, we invite you to go to Business France website: https://mon-vie-via.businessfrance.fr/

PLEASE NOTE: your application must be submitted in English (CV + cover letter) to be considered by our non-French speaking teams.

 

Being a part of the Commercial business area, the Client Service & Client Setup department supports clients in their day-to-day operational business. The main goal of the department is client satisfaction.

Client Service is the central point of contact for the clients on their inquiries regarding the operational delivery of a service. The team coordinates the client inquires with internal operational departments up to the solution finding. Further it strives to improve the operational service delivery supported by Service Review meetings with the clients.

The back office team Client Setup, which has no direct contact to clients, coordinates the client setup requests by converting them into technical requirements and preparing them for the implementation into the master data systems. Client requests may include, but are not limited to, opening/closure of cash and securities accounts and the setup of reporting.

The clients we serve are capital investment companies/KVGs, investors such as insurance companies, pension funds and foundations as well as asset managers and advisors.

Together with the colleagues from Client Management, Client Service & Client Setup supports the strategic development of the client relationship.

 

Your main missions will be:

  • Actively support the Client Setup team with the setup requests of clients
  • Preparation and commissioning of the creation and maintenance of client master data
  • Independent processing of client requests, e.g. account opening, account closure, setup of various reports
  • Independent analysis and cleanup of client master data as well as checking for completeness with the aim of meeting regulatory requirements
  • Participation in the planning and implementation of client onboarding and client migrations
  • Support in the further development of client master data systems (master data management and system structure)
  • Support in the coordination and further development of processes related to client master data, account opening, account closure, report

CACEIS Bank Germany Branch offers to its VIEs the following benefits

  • Paid German courses
  • Access to a lot of gym clubs with reduced prices
  • Flexible working hours
  • International work environment

 

    • Starting date
    • 01/06/2025
    • Duration
    • 24
    • Position with management
    • No
    • Minimum level of study
    • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    • Training / Specialization
    • Master's Degree in Business, Finance, Business Administration, Economics or equivalent. A specialization in Finance or Business Analyst would be appreciated.
      A first experience in project management and/or process management is an advantage.
    • Minimum experience level
    • 0-2 years
    • Compétences recherchées
    • Hard Skills:
      - Project Management methodologies
      - Business Analysis knowledge
      - Data analysis and interpretation capability
      - Process Management
      - Knowledge Management Soft Skills:
      - Open minded
      - Eagerness / Engagement
      - Curiosity
      - Structured and goal-oriented way of working
      - Analytical skills
      - Teamwork
    • IT tools
    • - MS Office (WORD, Excel, PowerPoint, Outlook, OneNote)
      - General digital literacy (in-house IT applications need to be used)
      - Programming language is of advantage (e.g. VBA)
      - …
    • Languages
    • English and French: fluent; German: basic knowledge

  • 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.

CACEIS
CACEIS
CACEIS

CACEIS

Junior Analyst - Client Set-up H/F/D

Published the 28/10/2024

VIE Programme
  • München - Germany
  • Sales / Customer Service
  • 2024-93594

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