Client Services Officer

CACEIS; Montreal; Vor Ort; CAD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

Competitive total rewards package

Bonus

Health & wellness benefits

RRSP match

Zusammenfassung

CACEIS is seeking a Client Services Officer for its Digital Client Services Department to support the OLIS platform. You will be the primary point of contact for clients, handle inquiries, and coordinate with internal teams to resolve incidents end-to-end.

Based in Montreal, you will work in an international environment, contribute to improving client experience, onboarding, data tool support, and advocate for process improvements while ensuring compliance and security.

Qualifikationen

• Experience in B2B financial services preferred.
• Proven ability to manage client inquiries and incidents.
• Strong English; French is a plus.
• Experience with CRM and client portals.
• Ability to work independently within a team.

Aufgaben

• Serve as first point of contact for clients by email and phone.
• Manage client cases in the CRM with timely updates.
• Support onboarding and changes to digital tools.
• Demonstrate OLIS and other tools to clients.
• Contribute to continuous improvement of digital tools.

Kenntnisse

Client orientation

Communication skills

CRM systems

Excel & data tools

English & French

Problem solving

Ausbildung

Bachelor's degree in Finance or Business

Tools

CRM system

Microsoft Excel

Client portals

Online demonstrations

Jobbeschreibung

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,
• 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.