21 Aug
|
Focus Partners Wealth
|
Montreal
21 Aug
Focus Partners Wealth
Montreal
Cardinal Point Wealth Management, ULC is seeking a Client Relationship Specialist in Montreal, Quebec, Canada. This full time, on-site role focuses on delivering high-quality client service, assisting portfolio managers, and handling administrative tasks related to client accounts and communications with custodians.
Responsibilities include onboarding new clients, processing transfers and settlements, preparing documentation for tax reporting, and ensuring regulatory compliance.
📌 Wealth Client Relationship Manager (Montreal)
🏢 Focus Partners Wealth
📍 Montreal