Become a part of Cardinal Point Wealth Management's team as a Client Relationship Specialist in Montréal, Quebec. This full-time, on-site 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 recent clients and ensuring compliance with taxation and regulatory standards to optimize their financial strategies.Key Responsibilities:Assist with administrative support for portfolio managersManage client account documentation efficientlyConduct cash management for transactionsProcess foreign exchange transactions as neededReconcile accounts with custodians for auditsRequirements:Proven background in client servicesStrong communication and organizational skillsExperience with financial documentationAbility to analyze financial data and improve processesTeam-oriented approach to operational tasksBring 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