Relationship Management Assistant — Finance, Global Clients
CACEIS-Gruppe, New Bremen, OH, United States
Référence 2026-109971
Date de parution 11/03/2026
VIE
24
01/07/2026
Non
Missions
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 theage of 18 and 28 who are European Economic Area nationals
(EU + Norway, Iceland und Liechtenstein). For further information about the eligibility conditions to this programme, we invite you to go to Business Francewebsite. PLEASE NOTE:
your application must be submitted in
English
to be considered by our non-French speaking teams. The team and missions: Part of the Commercial Department, the Relationship Management /Client Coverage Team has the centralresponsibility to all existing client relationships.
The client types are investment companies/KVGs, investors such as insurances, pension funds and foundations, and asset managers. In our team we manage and improve the service quality through an active quality management (e.g. service review meetings, customer satisfaction surveys). When it comes to client complaints and escalations we are the ones to interact with the clients and to coordinate with internal departments. We are also responsible for an up-to-date client documentation incl. KYC & due diligences. Together with our colleagues from Business Development Management we support the strategic development of the client relationship and develop incremental business (cross-selling, up-selling) with our clients. In this context, your main missions will be: Co-operation and support and internal coordination with the various departments e.g.in the preparation of contractual agreements with customers, preparation of service reviews; Support and co-working with the client service team in the day to day business; Prepare client mailings and client presentation; Provide support in the creation of a knowledge database; Prepare client and market participant analysis; Work together with marketing on new marketing client engagement activities; Preparing and following up on customer visits, presentations and team reporting’s incl. Management KPIs; Contribute in client projects with a regulatory background (e.g.KYC, CRS, MiFID II). CACEIS Bank Germany Branch offers to its VIEs the followingbenefits: Paid German courses Home office allowance Reduction on the Deutschland ticket Access to a lot of gym clubs with reduced prices (EGYM Well Pass) 6 weeks of vacation per year International work environment Business, Finance, Business Administration, Economics. A specialization in Finance or Business Analyst would be appreciated. 0 - 2 ans A first experiencein Project Management and/or Process Management is an advantage. A first experience with clients relationship management would be also a plus. Hard Skills: Understanding of the financial industry acquired thanks to a first working experience in thesector (internship, apprenticeship or first job) Soft Skills: Excellent verbal and written expression – service orientated High degree of independence and engagement Team-oriented, secure and convincing manner Goal oriented and commitment to structured work methodology Flexibility and self-organized in dealing with new tasks High quality awareness, analytical Profound knowledge in Word, Excel and Power Point
#J-18808-Ljbffr
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 theage of 18 and 28 who are European Economic Area nationals
(EU + Norway, Iceland und Liechtenstein). For further information about the eligibility conditions to this programme, we invite you to go to Business Francewebsite. PLEASE NOTE:
your application must be submitted in
English
to be considered by our non-French speaking teams. The team and missions: Part of the Commercial Department, the Relationship Management /Client Coverage Team has the centralresponsibility to all existing client relationships.
The client types are investment companies/KVGs, investors such as insurances, pension funds and foundations, and asset managers. In our team we manage and improve the service quality through an active quality management (e.g. service review meetings, customer satisfaction surveys). When it comes to client complaints and escalations we are the ones to interact with the clients and to coordinate with internal departments. We are also responsible for an up-to-date client documentation incl. KYC & due diligences. Together with our colleagues from Business Development Management we support the strategic development of the client relationship and develop incremental business (cross-selling, up-selling) with our clients. In this context, your main missions will be: Co-operation and support and internal coordination with the various departments e.g.in the preparation of contractual agreements with customers, preparation of service reviews; Support and co-working with the client service team in the day to day business; Prepare client mailings and client presentation; Provide support in the creation of a knowledge database; Prepare client and market participant analysis; Work together with marketing on new marketing client engagement activities; Preparing and following up on customer visits, presentations and team reporting’s incl. Management KPIs; Contribute in client projects with a regulatory background (e.g.KYC, CRS, MiFID II). CACEIS Bank Germany Branch offers to its VIEs the followingbenefits: Paid German courses Home office allowance Reduction on the Deutschland ticket Access to a lot of gym clubs with reduced prices (EGYM Well Pass) 6 weeks of vacation per year International work environment Business, Finance, Business Administration, Economics. A specialization in Finance or Business Analyst would be appreciated. 0 - 2 ans A first experiencein Project Management and/or Process Management is an advantage. A first experience with clients relationship management would be also a plus. Hard Skills: Understanding of the financial industry acquired thanks to a first working experience in thesector (internship, apprenticeship or first job) Soft Skills: Excellent verbal and written expression – service orientated High degree of independence and engagement Team-oriented, secure and convincing manner Goal oriented and commitment to structured work methodology Flexibility and self-organized in dealing with new tasks High quality awareness, analytical Profound knowledge in Word, Excel and Power Point
#J-18808-Ljbffr