Join CACEIS as a Client Services Officer in the Digital Client Services Department, providing expert support for the OLIS platform. Engage with clients through various channels and enhance their experience with our digital tools.
As a key member of CACEIS, you will act as the primary contact for clients, managing inquiries and ensuring seamless communication. Your role involves client onboarding, supporting changes related to data tools, and documenting cases in our CRM. Work collaboratively across multiple teams to improve workflows and enhance client satisfaction.
Key Responsibilities:
Act as initial point of contact for client inquiries
Manage and document client cases in CRM system
Support client onboarding and data tool adjustments
Provide OLIS demonstrations and client training
Ensure compliance with CACEIS quality and risk guidelines
Requirements:
Robust communication skills in English
Client-centric approach to service delivery
Experience managing customer inquiries effectively
Ability to work independently and collaborate
Familiarity with digital tools and CRM systems
Bring your expertise in client services to elevate support for CACEIS clients using the OLIS platform.
📌 Caceis Client Services Officer Role Montreal
🏢 Groupecreditagricole
📍 Montreal
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