{"id":2427018,"url":"https://alion.io/job/caceis-client-services-officer-olis-mf","title":"Client Services Officer - OLIS M/F","company":{"id":1853721,"name":"CACEIS","domain":"caceis.com","url":"https://alion.io/company/caceis","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Talentsoft","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Montreal, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":27000,"max_usd":47000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":69},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-13T08:05:44Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-15T03:22:33Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Business type\nTypes of Jobs - IT, Digital et Data\nJob title\nClient Services Officer - OLIS M/F\nContract type\nPermanent Contract\nExpected start date\n06/10/2026\nManagement position\nNo\nJob summary\nCACEIS 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.\nAs part of its growth, CACEIS is looking for a Client Services Officer for its Digital Client Services Department to support the OLIS platform.\nThe 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.\nYou 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.\nMain responsibilities:\n 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. \nHandle client questions received through shared group mailboxes (CRM) and other And phone\nReview, assess and prioritise incoming requests in a structured way, ensuring clear and timely updates to clients.\nManage client cases in the CRM system, documenting requests, actions and decisions, and following up when additional information or coordination is required.\nTake ownership of the cases you pick up, working independently while involving colleagues and specialised teams when necessary. \n\nOnboarding, data & access administrationSupport client onboarding and changes related to digital and data tools,\n\nClient training, demonstrations & guidanceProvide online or in-person demonstrations of OLIS and other digital tools to clients and prospects.\n\n Continuous improvement & evolution of digital toolsContribute to the definition of business requirements for evolutions of digital and data tools (expression of needs). \n\nCoordination of internal and external stakeholders\n Compliance, risk & client-centric culture - Apply CACEIS procedures, including quality (ISAE 3402, ISO 9001), compliance and risk guidelines relevant to your activity.\nMinimal education level\nBachelor Degree / BSc Degree or equivalent\nAcademic qualification / Speciality\nA bachelor’s degree.\nAt least two years of relevant experience in the financial sector.\nLevel of minimal experience\n3-5 years\nExperience\nExperience handling client queries in a professional environment, ideally in B2B financial services.\nExperience 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.\n\nRequired skills\nStrong client orientation and communication skills; able to explain complex topics clearly and manage client concerns with professionalism.\nAbility to review, assess and prioritise incoming requests calmly and methodically, even when multiple requests come in at the same time.\nProblem-solving mindset and willingness to rapidly build knowledge when unfamiliar questions arise.\nProactive attitude and confidence to take ownership of cases without waiting for direction while respecting team processes.\nComfortable working independently within a shared mailbox and CRM structure, and collaborating across teams and entities. \nStrong 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.\nAbility to coordinate different stakeholders (internal and external) to deliver solutions or improvements.\nRigour, reliability and respect for security and compliance requirements when administering access rights and handling data. \nStrong command of English, both written and spoken; French or any other language is an advantage. Ability to interact confidently in an international environment.\nLanguages\nEnglish (Fluent)\nLanguages\nEnglish/French","description_format":"text","description_chars":4304,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"French","level":"All levels","optional":true},{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":["Equity"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-10-13T08:05:44Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":1,"expected_fill_days":28,"reasons":["conf:2","velocity","win:early","comp:junior,brand"],"computed_at":"2026-10-15T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/caceis-client-services-officer-olis-mf","json_url":"https://alion.io/job/caceis-client-services-officer-olis-mf.json","meta":{"generated_at":"2026-10-15T05:56:57Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8901,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1853721},"rest":"https://alion.io/mcp/rest/get_company?id=1853721"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcaceis-client-services-officer-olis-mf"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcaceis-client-services-officer-olis-mf"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcaceis-client-services-officer-olis-mf"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/caceis-client-services-officer-olis-mf\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcaceis-client-services-officer-olis-mf"}]}