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CACEIS

Client Services Officer

Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 27, 2026
Posting language: English
Posted: Oct 28, 2026

Original job description

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. 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.

As part of its growth, CACEIS is looking for a Client Services Officer for its Digital Client Services Department to support the OLIS platform. The Client Services Officer, will be the primary point of contact for clients on all matters related to our digital and data tools. You will take ownership of client requests and incidents end‑to‑end, coordinate internal and external stakeholders when needed, and contribute actively to improving the client experience and our workflows.

You will be part of an international setup in which client support is coordinated across several Credit Agricole CACEIS entities. Within this structure, you help maintain clarity, continuity and consistency in how clients use OLIS and our digital solutions.

Main responsibilities:

Client Support and Case Management

Act as a first point of contact for clients and prospects by email and telephone, handling initial concerns in a calm, professional and client‑oriented manner.
Handle client questions received through shared group mailboxes (CRM) and other And phone
Review, assess and prioritize incoming requests in a structured way, ensuring clear and timely updates to clients.
Manage client cases in the CRM system, documenting requests, actions and decisions, and following up when additional information or coordination is required.
Take ownership of the cases you pick up, working independently while involving colleagues and specialized teams when necessary.

Onboarding, data & access administration

Support client onboarding and changes related to digital and data tools,

Client training, demonstrations & guidance

Provide online or in‑person demonstrations of OLIS and other digital tools to clients and prospects.

Continuous improvement & evolution of digital tools

Contribute to the definition of business requirements for evolutions of digital and data tools (expression of needs).

Coordination of internal and external stakeholders

Compliance, risk & client‑centric culture

Apply CACEIS procedures, including quality (ISAE 3402, ISO 9001), compliance and risk guidelines relevant to your activity.

Must have skills:

Strong client orientation and communication skills; able to explain complex topics clearly and manage client concerns with professionalism.
Ability to review, assess and prioritize incoming requests calmly and methodically, even when multiple requests come in at the same time.
Problem‑solving mindset and willingness to rapidly build knowledge when unfamiliar questions arise.
Proactive attitude and confidence to take ownership of cases without waiting for direction while respecting team processes.
Comfortable working independently within a shared mailbox and CRM structure, and collaborating across teams and entities.
Strong digital skills and ease in working with systems such as CRM and client portals; interest in improving workflows through tools such as Excel and basic automation.
Ability to coordinate different stakeholders (internal and external) to deliver solutions or improvements.
Rigor, reliability and respect for security and compliance requirements when administering access rights and handling data.
Strong command of English, both written and spoken; French or any other language is an advantage. Ability to interact confidently in an international environment.
Experience handling client queries in a professional environment, ideally in B2B financial services.
Experience in one or more of the following areas is a plus: custody, settlement, corporate actions, cash, payments, fund administration, business implementation, digital client portals or reporting tools.

What we offer:

Join a respected global financial services firm with a collaborative culture.
Opportunity to contribute across departments and grow your skill set.
Competitive total rewards package including base pay; bonus; sponsored Health & wellness benefits
Financial benefits - 4% RRSP match
learning & growth ranging from worldwide training programs and annual education grant
A collaborative and supportive team environment

CACEIS is committed to diversity and we offer equal opportunity regardless of gender, race, religion, nationality, disability, age, and other protected status.

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More about this job

Responsibilities

Serve as a primary contact for clients using OLIS and other digital and data tools, managing requests and incidents from intake through resolution. Support onboarding, access administration, client demonstrations, stakeholder coordination, and improvements to digital tools while following quality, compliance, and risk procedures.

Requirements

The role requires strong client communication, organization, problem-solving, digital skills, and the ability to manage cases independently while collaborating across teams. Professional client-query experience is expected, ideally in B2B financial services; English fluency is required, while French or another language and experience in relevant financial services areas are advantages.

Skills

Client Support
Client Communication
Case Management
CRM
Client Onboarding
Access Administration
Client Training
Digital Client Portals
Stakeholder Coordination
Problem Solving
Request Prioritization
Workflow Improvement
Excel
Basic Automation
Data Handling
Risk and Compliance

Benefits

Bonus
Health and Wellness Benefits
4% RRSP Match
Worldwide Training Programs
Annual Education Grant

Visa sponsorship

Not detected in the job text

Keywords

OLIS
CRM
Client Services
Asset Servicing
B2B Financial Services
Digital Client Services
Client Portals
Client Onboarding
Access Rights Administration
Custody
Settlement
Corporate Actions
Cash
Payments
Fund Administration
Business Implementation
Reporting Tools
Shared Mailboxes
Excel
Basic Automation
ISAE 3402
ISO 9001
Compliance
Risk Management
Stakeholder Coordination

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