Client Services Officer - OLIS M/F

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 be the primary point of contact for clients on matters related to digital and data tools. You will own client requests and incidents end-to-end, coordinate internal and external stakeholders when needed, and contribute to improving the client experience and workflows.

You will be part of an international setup in which client support is coordinated across several Crédit Agricole CACEIS entities. Within this structure, you will help maintain clarity, continuity and consistency in how clients use OLIS and other 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 channels.
• 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 cases while working independently and involving colleagues and specialised teams when necessary.
• Onboarding, data and access administration: Support client onboarding and changes related to digital and data tools.
• Client training, demonstrations and guidance: Provide online or in-person demonstrations of OLIS and other digital tools to clients and prospects.
• Continuous improvement and evolution of digital tools: Contribute to defining business requirements for digital and data tool improvements.
• Coordinate internal and external stakeholders.
• Compliance, risk and client-centric culture: Apply CACEIS procedures, including quality, compliance and risk guidelines relevant to the activity.

Requirements

• Bachelor's degree or equivalent.
• At least two years of relevant experience in the financial sector.
• Experience handling client queries in a professional environment, ideally in B2B financial services.
• Experience in custody, settlement, corporate actions, cash, payments, fund administration, business implementation, digital client portals or reporting tools is an advantage.
• Strong client orientation and communication skills, with the ability to explain complex topics clearly.
• Ability to assess and prioritise incoming requests calmly and methodically.
• Problem-solving mindset and willingness to build knowledge quickly.
• Proactive attitude and confidence taking ownership of cases.
• Ability to work independently within shared mailbox and CRM structures and collaborate across teams and entities.
• Strong digital skills and ease working with CRM and client portals; interest in improving workflows using Excel and basic automation.
• Ability to coordinate internal and external stakeholders.
• Rigour, reliability and respect for security and compliance requirements when administering access rights and handling data.
• Strong command of English; French or another language is an advantage.
• Ability to interact confidently in an international environment.

Languages: English and French.

Crédit Agricole CACEIS is committed to diversity and inclusion. All job offers are open to persons with disabilities.