Full time, Permanent positionReports to : Head of Client ManagementDepartment: CACEIS is the asset servicing banking group of Credit Agricole dedicated to asset managers and institutional investors. Through offices across Europe, North and South America and Asia, CACES offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary, fund administration, fund distribution support, middle-office outsourcing and issuer services. CACEIS is a consolidator in the European asset servicing market and posts sustained growth in its business activities.

The group holds €5.3 trillion in assets under custody and €3.4 trillion in assets under administration (figures as of 31 December 2024) By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.To manage a portfolio of clients for CACEIS Canada Asset Servicing Ltd., and to ensure the provision of high quality, professional services to these clients:Liaise with clients to better understand their needs and requirements,



and to identify potential process improvements and / or additional services which CACEIS can provide.Keep management (including Head of Coverage) abreast of all issues arising concerning each client.Assist clients launch new funds and / or services.Participate in ‘ad hoc’ projects that can be local to Dublin or are larger CACEIS Group projects.French would be an advantage.Interpersonal and networking skills with a proven track record of dealing with clients, industry associations and senior managementRisk management and mitigation focusComprehensive working knowledge of at least one of the following (fund accounting, transfer agency, custody, trustee and financial reporting).Good knowledge of current regulatory developments affecting the funds’ industry.Strong communication, presentation and negotiation skillsProven organizational and time management skillsWhat we offer:Flexible work arrangements supporting a healthy work-life balance.Competitive salary and advantages packageProfessional development opportunities and trainingA collaborative and supportive team environmentExposure to the asset management industry with opportunities for growth #

📌 Client Services Director (Customer Experience) (Winnipeg)
🏢 CACEIS
📍 Winnipeg