Type de contrat :
Fixed-Term Contract

Investor Client Services Officer - CSO - Fund Distribution Services H/F

Modified on 04/07/2026

  • Lieu : Esch-sur-Alzette - Luxembourg
  • Secteur : Sales / Customer Service
  • Numéro de l'offre : 2026-113453

Job description

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.

  • Starting date
    01/08/2026
    Position with management
    No
    Minimum level of study
    Bachelor Degree / BSc Degree or equivalent
    Training / Specialization
    Training in Management, Finance, and Sales
    • Proven experience of at least 4 years in fund distribution or within another major activity of CACEIS.
    • Experience in client relationship management.
    Minimum experience level
    3-5 years
    Skills needed
    • 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.

  • CACEIS is the asset servicing banking group of Crédit Agricole dedicated to asset managers and institutional investors.

    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.

    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)

    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..

CACEIS

CACEIS

Investor Client Services Officer - CSO - Fund Distribution Services H/F

Published the 18/06/2026

Type de contrat :
Fixed-Term Contract
  • Esch-sur-Alzette - Luxembourg
  • Sales / Customer Service
  • 2026-113453
Join
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Our benefits

Other functions

• Public Affairs
• Commercial
• Communications
• Compliance
• Custodian Control
• Digital & Data
• Finance
• General Inspection
• IT
• Legal
• CACEIS Consulting
• Correspondent Network
• Human Resources
• Risks and Permanent Controls

Operations

• Banking services
• Clearing services
• Custody
• Fund Administration
• Fund Distribution
• Investment Management services
• Issuer services
• Master Data services
• Pension funds
• Private Equity, Real Estate & Securitisation
• Transaction Banking

Ecovadis Platinium

In 2025, CACEIS is Gold with a score of 83/100 and ranks in the top 2% of companies assessed by EcoVadis for the Financial Services sector. With this rating, CACEIS confirms its commitment to being a socially responsible company.

Happy Trainee rating: (94% and 71%)

The percentage of our students on internships or work-study programmes who recommend CACEIS (Happy Trainees label by ChooseMyCompany) in France (94%) and Luxembourg (71%)

Our corporate values

We care, We dare, We grow, We are One CACEIS: our corporate values are the foundation of our culture and the hallmark of belonging to the Group. They drive us to provide high-quality service and constantly strive to satisfy our customers and employees.

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