Become a part of Cardinal Point Wealth Management's team as a Client Relationship Specialist in Montréal, Quebec. This full-time, in office role is committed to ensuring exceptional client support and satisfaction every day. In your role, you'll leverage your skills in client service to assist portfolio managers while managing various administrative tasks.

You'll also play a key role in onboarding new clients and ensuring compliance with taxation and regulatory standards to optimize their financial strategies. Key Responsibilities:

- Assist with administrative support for portfolio managers
- Manage client account documentation efficiently
- Conduct cash management for transactions
- Process foreign exchange transactions as needed
- Reconcile accounts with custodians for audits Requirements:
- Proven background in client services
- Strong communication and organizational skills
- Experience with financial documentation
- Ability to analyze financial data and improve processes
- Team-oriented approach to operational tasks Bring your client service expertise and analytical skills to Cardinal Point Wealth Management in Montreal.

📌 Client Service Specialist at Cardinal Point (Montreal)
🏢 Focus Financial Partners
📍 Montreal