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Paid Internship
Work Mode
Time Spent
Required Degree
Duration

22Open Positions

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Stage - Finance Client Service (6 mois) H/F

Groupe Crédit Agricole
Found 2 weeks ago
Location
Luxembourg, Luxembourg
Time
Not disclosed
Work Mode
Not disclosed
Salary
Not disclosed
Visa Help
Not disclosed
Last Verified
2 weeks ago

Education

  • Master

Skills & Qualifications

Technical Skills

  • Finance
  • Excel
  • Powerpoint

Soft Skills

  • Ability to synthesize and analyze
  • Be organized
  • Have a team spirit
  • Have a sense of priorities and be rigorous
  • Good interpersonal and writing skills
  • Communication skills

Job Description

The Client Service Trainee will support Relationship Managers in daily client servicing and onboarding activities. This role involves performing daily controls, responding to requests from clients, sub-distributors and asset managers, producing tailored reports and analyses, and coordinating onboarding of new clients onto the platform. Main tasks: - Perform daily controls * Monitor the quality of service provided by custodians through data controls and analysis. * Assist the company’s operational departments in resolving issues related to custodial information sources. * Review existing processes and propose improvements to optimize production lines. * Control and validate daily accruals for the Fund of Funds business. - Respond to sub‑distributor client requests * Handle enquiries related to trailer fees (collection, payment, rates). * Maintain and update the CRM database. * Create and update user access to the client portal. - Produce tailored reporting and analysis * Prepare monthly manual reports. * Perform ad‑hoc analyses and produce reports as requested by clients or management. * Carry out internal analyses in preparation for service reviews conducted by the Relationship Management team.

Requirements

  • Enrolled in Business school / University with a specialization in Finance (M1-M2)
  • A first experience in Finance is ideal
  • Languages: French and English fluent ; German and/or Italian would be an asset
  • Computer skills: Very good knowledge of Excel and Powerpoint
  • Ability to synthesize and analyze
  • Be organized
  • Have a team spirit
  • Have a sense of priorities and be rigorous
  • Good interpersonal and writing skills
  • Communication skills

Related Field

  • Sales and Account Manager

Related Subfield

  • Customer Success

Languages

  • French
  • English

Nice to Haves

  • German
  • Italian
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