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Die zur Crédit Agricole und Santander gehörende Bankengruppe CACEIS bietet Asset Servicing für Asset Manager, Versicherungsunternehmen, Pensionsfonds, Banken, Private Equity und Immobilienfonds, Broker und Geschäftskunden an.

In den Vertretungen in ganz Europa, Nord- und Südamerika und Asien offeriert CACEIS ein umfangreiches Angebot von Leistungen und Produkten wie etwa Trade Execution, Clearing, Devisen-Services, Wertpapierleihe, Custody Services, Verwahrstellen- und Fondsadministrations-Services, Fonds-Distributions-Support, Middle-Office Outsourcing sowie Emittenten-Services.

Mit 7 000 Mitarbeitern und einem breiten Kundenportfolio ist CACEIS ein führender Anbieter für Asset Servicing in Europa und einer der größten Provider weltweit.

Referenznummer 2024-93594 Veröffentlichungsdatum 28/10/2024

Tätigkeitsbeschreibung

Bereich Vetrieb / Kundenbetreuung Vertragsart Internationales Volontariat (VIE) Dauer in Monaten 24 Erwarteter Beschäftigungsbeginn 01/06/2025 Aufgabenfelder

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:

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, 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

Standort

Land Deutschland Einsatzort München

Ihr Profil

Abschluss Masters / MBA / PhD / Doctorate-Abschluss oder gleichwertig Akademische Qualifikation / Fachgebiet Masters / MBA / PhD / Doctorate-Abschluss oder gleichwertig Erfahrung 0-2 Jahre Qualifikationen und Fähigkeiten 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

Master's Degree in Business, Finance, Business Administration, Economics or equivalent. 

A specialization in Finance or Business Analyst would be appreciated.

Technische Kompetenzen werden gefordert - MS Office (WORD, Excel, PowerPoint, Outlook, OneNote) - General digital literacy (in-house IT applications need to be used)- Programming language is of advantage ( VBA)- … Sprachen English and French: fluent; German: basic knowledge