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.