VIE

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

Modifiée le 28/10/2024

  • München - Allemagne
  • Commercial / Relations Clients
  • 2024-93594

Description du poste

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

 

    • Date de prise de fonction
    • 01/06/2025
    • Durée
    • 24
    • Poste avec management
    • Non
    • Niveau d'étude minimum
    • Bac + 5 / M2 et plus
    • Formation / Spécialisation
    • 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.
    • Niveau d'expérience minimum
    • 0 - 2 ans
    • 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
    • Outils informatiques
    • - 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)
      - …
    • Langues
    • English and French: fluent; German: basic knowledge

  • CACEIS est la filiale d'asset servicing des groupes Crédit Agricole et Santander, dédiée aux sociétés de gestion, compagnies d'assurance, fonds de pension, banques, fonds de private equity et real estate, brokers et grandes entreprises. 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, agent de transfert, support à la distribution des fonds, solutions de Middle-Office et services aux émetteurs. Avec 7 000 collaborateurs et un large portefeuille de clients, CACEIS est un leader européen de l'Asset Servicing et compte parmi les principaux acteurs mondiaux. En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.

CACEIS
CACEIS
CACEIS

CACEIS

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

Publiée le 28/10/2024

VIE
  • München - Allemagne
  • Commercial / Relations Clients
  • 2024-93594
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Nos avantages

FAB'life

Notre label de qualité de vie au travail décliné dans nos implantations sous forme d’actions de santé, de convivialité et de solidarité, de dispositifs d’équilibre vie professionnelle/vie privée

+89%

Le % de nos étudiants en stage ou alternance qui recommandent CACEIS (label Happy Trainees par ChooseMyCompany)

EcoVadis platinum

Depuis 2020, CACEIS accède à la catégorie Platinum et fait partie des 1% d’entreprises les mieux notées par EcoVadis pour le secteur Activités de services financiers. Grâce à l’attribution de cette notation CACEIS confirme sa position comme entreprise socialement responsable.

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