Client Services Officer - OLIS M/F

Groupecreditagricole; Montreal (administrative region); On-site; CAD 65,000 - 90,000; Full time

Job summary

CACEIS, the asset servicing banking group of Crédit Agricole, is seeking a Client Services Officer for its Digital Client Services Department to support the OLIS platform in Montreal. You will be the primary contact for clients on digital and data tools, owning cases end-to-end and coordinating with internal and external stakeholders to ensure timely, quality service.

You will help maintain clarity and consistency in how clients use OLIS, contribute to improving workflows, and participate in

Qualifications

• Experience in client-facing roles and handling inquiries with professionalism.
• Familiarity with CRM systems and ticketing workflows.
• Ability to triage requests, document actions and communicate updates.

Responsibilities

• Act as first point of contact for clients via email and telephone.
• Handle client questions from shared mailboxes and phone channels.
• Review, prioritise and update clients on incoming requests in a structured manner.
• Manage client cases in the CRM, documenting requests and actions.
• Take ownership of cases and coordinate with colleagues when needed.
• Support onboarding and changes related to digital and data tools.
• Provide online or in-person demonstrations of OLIS and other tools.
• Contribute to business requirements for evolutions of digital tools.
• Coordinate internal and external stakeholders.
• Apply procedures for quality, compliance and risk.

Skills

Client support

CRM usage

Incident management

Stakeholder coordination

Data tooling training

Job description

CACEIS is the asset servicing banking group of Crédit Agricole dedicated to asset managers, insurance companies, pension funds, banks, private equity and real estate funds, brokers and corporate clients.

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 bethe primary point of contact for clients on all matters related to our digital and data tools. You will take ownership ofclientrequests 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 prioritise 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 specialised 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.