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 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. 

You 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. 

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 And phone
  • 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 the cases you pick up, working independently while involving colleagues and specialised teams when necessary. 
• Onboarding, data & access administration 
  Support client onboarding and changes related to digital and data tools,
• Client training, demonstrations & guidance 
  Provide online or in‑person demonstrations of OLIS and other digital tools to clients and prospects.
• Continuous improvement & evolution of digital tools
  Contribute to the definition of business requirements for evolutions of digital and data tools (expression of needs). 
• Coordination of internal and external stakeholders
• Compliance, risk & client‑centric culture -  Apply CACEIS procedures, including quality (ISAE 3402, ISO 9001), compliance and risk guidelines relevant to your activity.

Télétravail : hybride

• Date de prise de fonction

  06/10/2026

  Poste avec management

  Non

  Niveau d'étude minimum

  Bac + 3 / L3

  Formation / Spécialisation

  • A bachelor’s degree.
  • 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 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.

  Niveau d'expérience minimum

  3 - 5 ans

  Compétences recherchées

  • Strong client orientation and communication skills; able to explain complex topics clearly and manage client concerns with professionalism.
  • Ability to review, assess and prioritise incoming requests calmly and methodically, even when multiple requests come in at the same time.
  • Problem‑solving mindset and willingness to rapidly build knowledge when unfamiliar questions arise.
  • Proactive attitude and confidence to take ownership of cases without waiting for direction while respecting team processes.
  • Comfortable working independently within a shared mailbox and CRM structure, and collaborating across teams and entities. 
  • Strong 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.
  • Ability to coordinate different stakeholders (internal and external) to deliver solutions or improvements.
  • Rigour, reliability and respect for security and compliance requirements when administering access rights and handling data. 
  • Strong command of English, both written and spoken; French or any other language is an advantage. Ability to interact confidently in an international environment. 

  Langues

  English/French

• CACEIS est un établissement bancaire, filiale du groupe Crédit Agricole spécialisé dans les services financiers aux sociétés de gestion et investisseurs institutionnels.
  Présent en Europe, en Amérique du Nord, en Amérique du Sud et en Asie, CACEIS propose une gamme complète de produits et services : exécution, compensation, change, prêt-emprunt de titres, conservation d'actifs, banque dépositaire et administration de fonds, support à la distribution des fonds, solutions de Middle-Office et services aux émetteurs.
  CACEIS est un consolidateur du marché européen de l'asset servicing et affiche une activité en croissance régulière. Le groupe détient plus de 5 900 milliards d'actifs en conservation et plus de 3 700 milliards d'encours sous administration (chiffres au 31 décembre 2025).

  En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion et plaçons l'humain au cœur de toutes nos transformations. Tous nos postes sont ouverts aux personnes en situation de handicap.