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

Credit Agricole Assurances group
München
EUR 30.000 - 50.000
Jobbeschreibung

The VIE contract in short:

According to 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 for this programme, we invite you to visit the Business France website: Business France.

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 inquiries with internal operational departments up to 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 with clients, coordinates the client setup requests by converting them into technical requirements and preparing them for 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, and reporting.

CACEIS Bank Germany Branch offers to its VIEs the following benefits:

  • Paid German courses.
  • Access to many gym clubs with reduced prices.
  • Flexible working hours.
  • International work environment.
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