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
Robust 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