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Job opportunity

Digital Client Services Officer

CACEIS

Montreal, Quebec
Support CACEIS clients through digital tools, CRM case management, and clear communication within an international asset servicing environment.
As a Client Services Officer in the Digital Client Services Department, you will support the OLIS platform and related data tools. You will serve as a primary client contact, manage requests end-to-end, and coordinate stakeholders when needed. The work supports consistent client use of digital solutions across CACEIS entities.
Key Responsibilities:

Handle client questions through shared mailboxes, email, and telephone
Review, assess, and prioritize incoming requests methodically
Document cases, actions, decisions, and follow-up requirements in CRM
Support onboarding and changes for digital and data tools
Demonstrate OLIS and other digital tools to clients
Requirements:

Strong client orientation and professional communication skills
Ability to explain complex topics clearly and calmly
Experience handling client queries professionally, ideally in B2B financial services
Strong English communication skills; French or another language advantageous
Digital skills with CRM, client portals, Excel, and basic automation
Bring client focus, digital confidence, and structured case ownership to CACEIS OLIS support and international client services.

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