Transition & Client Onboarding Project Manager (M/F)

Job Description:

I am Karine FAVREAU, Associate Director at Fed Finance, specializing in recruitment for market finance, private equity, and asset management roles, and I am looking for a: Client Servicing Project Officer (asset servicing) for a leading financial institution.

Within the Client Servicing division, you will join a team of 4 people based in France and abroad. You will ensure the management of transformation projects and the deployment of client satisfaction actions. In this capacity, your missions are as follows: Support for client-related projects: -you manage and coordinate actions related to the Group's strategic projects;

• you intervene notably within the framework of the program related to client culture and the development of practices within the various entities of the group;
• you prepare and lead meetings related to projects, you coordinate contributors, workshops, and progress monitoring, you ensure the preparation of communications on subjects impacting the client experience and monitor client satisfaction...

Client satisfaction monitoring: you process and analyze client satisfaction monitoring data and work jointly with Relationship Managers on subjects related to client satisfaction monitoring tools, notably the CRM tool; you prepare presentations and summary notes intended for the COMEX and strategic committees; you act as a proactive proposer regarding the automation of indicator monitoring by evolving dashboards (via Power BI and Power Query); you ensure change management... Participation in the implementation of new activities/initiatives within the department: you contribute to the adoption of generative AI within the Client team: reporting automation, assistance with writing and analysis, identification of new high-value use cases; -you propose process or system evolutions and formalize improvement paths; you ensure monitoring of trends in your field of activity... You work in relation with the Group's entities and departments, General Management, Managing Directors, the DSI, and externally with consultants, members of the group's working groups, and clients.

Profile Description:

A graduate with a Master 2 specializing in Finance / management, data, marketing, or banking, you have at least 2 years of initial experience in CRM, client relations, or client projects within the financial sector, asset management, or asset servicing. You are comfortable with data processing and analysis, client satisfaction topics, indicators, customer service, and project management. You master classic IT tools, notably Excel and VBA. Ideally, you know Power BI / Power Query and how a CRM works. You possess a fluent level of English due to the international context. You regularly use generative AI tools to write, summarize, and analyze data, as well as having the ability to identify and deploy concrete use cases. You are recognized for your analytical mind, your ability to work cross-functionally (with various interlocutors and in coordination with several teams), as well as for your interpersonal and communication skills. You know how to work in project mode. We offer you: To join them for an 8-month CDD, potentially renewable; To join a benevolent structure with its employees and recognized for its expertise! But also many benefits: an annual gross fixed remuneration between 45 and 60 K€ depending on the profile, profit-sharing / participation with employer matching, a company restaurant at advantageous prices, social benefits, an interesting mutual insurance, an active CSE, etc. Flexibility: a hybrid work model, up to 2 days per week of teleworking. Up to 31 days of leave and 14 to 16 RTT pro rata temporis depending on the years. My client is very easy to access by metro and tramway! Furthermore, they reimburse 90% of the transport pass. Recruitment Process: 1/ Let's call each other! If your profile matches, we will talk to review your background and professional project together. 2/ Let's meet! If we validate together that the position also matches your criteria and aspirations, we will meet for an initial stage. 3/ Meet my client! An appointment will be organized directly with HR and then with the team manager.