Détail du poste
Within the Private Equity Real Estate Solutions ("PERES") business line of the CACEIS Group, the Client Relationship Manager is the main and preferred contact for assigned clients. He/She plays a key role in executing the business strategy by acting as a facilitator between the client and internal CACEIS stakeholders involved in service delivery.
He/She ensures client satisfaction regarding CACEIS's services and the diligent and professional handling of all client requests.
The Client Relationship Manager is responsible for the following activities:
- Analyze all issues submitted and mobilize the relevant teams to provide appropriate solutions, continuously improving the quality of service offered to clients with the dual objective of client satisfaction and loyalty.
- Understand the profile of assigned clients and update their strategic information: strengths, development areas, and satisfaction level.
- Populate the CRM tool (Mercury) with client data and visit reports.
- Execute the Commercial Action Plan for existing relationships (retention strategy): retaining clients and increasing the portfolio (cross-selling).
- Coordinate the monitoring of CACEIS service quality both locally and internationally through steering committees, due diligence reviews, needs analysis, and reporting to management.
- Lead client satisfaction surveys, report results, and implement action plans.
- Identify client needs and upsell opportunities in collaboration with the responsible Coverage team.
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Bienvenue chez CACEIS
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 et plaçons l'humain au coeur de toutes nos transformations. Tous nos postes sont ouverts aux personnes en situation de handicap.
Publiée le 10/04/2026 - Réf : 2025-105532