Digital Client Services Specialist

CACEIS-Gruppe; Montreal (administrative region); Hybrid; CAD 65,000 - 85,000; Full time

Job summary

Crédit Agricole CACEIS is seeking a Client Services Officer for its Digital Client Services Department to support the OLIS platform in Canada. You will be the primary contact for clients, handling inquiries and incidents end-to-end, and coordinating with internal and external stakeholders to deliver timely solutions.

Based in a hybrid setup across America, Canada, the role emphasizes onboarding, data and access administration, and client training on OLIS and other digital tools.

Qualifications

• Bachelor degree or equivalent in finance or related field.
• 2–5 years of relevant financial services experience.
• Experience with client onboarding and digital tools is a plus.

Responsibilities

• Serve as first point of contact with clients via email and phone.
• Manage client requests and incidents end-to-end.
• Coordinate with internal teams and external partners.
• Support onboarding and changes to digital/data tools.
• Deliver online or in-person demonstrations and guidance.

Skills

Client focus

Communication

Problem solving

Stakeholder mgmt

English

French advantage

Education

Bachelor Degree / BSc Degree

Tools

CRM

Excel

Job description

Crédit Agricole CACEIS is seeking a Client Services Officer for its Digital Client Services Department to support the OLIS platform in Canada. You will be the primary contact for clients, handling inquiries and incidents end-to-end, and coordinating with internal and external stakeholders to deliver timely solutions.

Based in a hybrid setup across America, Canada, the role emphasizes onboarding, data and access administration, and client training on OLIS and other digital tools.