S. cross-border wealth management firm that specializes in providing personalized investment, tax, estate, transition, and financial planning solutions to affluent individuals and families. Clients seek a long-term relationship with a trusted wealth manager to simplify their financial lives and manage their investments effectively. This is a full time on-site role for a Client Relationship Specialist located in Montreal, Quebec, Canada. The Client Relationship Specialist will be responsible for ensuring customer satisfaction, providing customer support, effective communication, utilizing analytical skills, and delivering exceptional client service on a daily basis.

Cardinal Point Wealth Management, ULC est une firme de gestion de patrimoine transfrontalière Canada–États-Unis spécialisée dans la prestation de solutions personnalisées en matière d’investissement, de fiscalité, de planification successorale, de transition et de planification financière pour une clientèle aisée composée de particuliers et de familles. Il s’agit d’un poste à temps plein, en présentiel, pour un(e) spécialiste des relations clients basé(e) à Montréal, Québec, Canada. Le ou la spécialiste des relations clients sera responsable d’assurer la satisfaction de la clientèle, de fournir un soutien aux clients, de communiquer efficacement, de mettre à profit ses compétences analytiques et d’offrir un service à la clientèle exceptionnel au quotidien.

Assist PMs with all administrative issues, including reviewing transfer-ins, servicing clients, and corresponding with clients and custodians

Draft and execute Letters of Direction (LODs) as needed for client transactions and

Follow up and assist with estates, including account documentation, rollovers, and deemed disposition.

Facilitate the onboarding process for new clients by preparing and organizing account opening documentation

Process conversions from RRSP to RRIF for clients in accordance with regulatory requirements

Cash, assets and transaction reconciliation with custodian

Reconcile accounts with custodian monthly and quarterly for SOX auditing

Prepare material for tax reporting and liaise with clients' accountants





Update clients' tax information with custodians, including FACTA and W-8BEN forms, to ensure compliance

Provide backup support to other Administrators to maintain continuity of operations

Work with the administrative team to foster teamwork and achieve timely output

Help Implement quality controls and standard operating procedures for portfolio valuations, trading, settlement, and other operational activities

Quarterly reports: filter client database through international terrorist and PEP data base; AML transaction verification: Broker commission analysis

Assist in assessing the suitability of investments and ensure guidelines in the Investment Policy Statement are upheld

Assist in managing asset mix compliance, concentration reports, industry diversification, and margin accounts.

Assister les gestionnaires de portefeuille (PM) dans toutes les tâches administratives, y compris l’examen des transferts entrants, le service aux clients et les communications avec les clients et les dépositaires

Collaborer avec l’équipe administrative afin de favoriser le travail d’équipe et respecter les échéanciers

Contribuer à la mise en place de contrôles de qualité et de procédures opérationnelles normalisées pour les évaluations de portefeuille, les transactions, les règlements et autres activités opérationnelles

Produire des rapports trimestriels : filtrer la base de données clients à l’aide de bases de données internationales liées au terrorisme et aux PPE; The annualized base pay range for this role is expected to be between $65,000-$75,000 CAD. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance.





La rémunération de base annualisée pour ce rôle est estimée entre 65 000 $ et 75 000 $ CAD. D’autres avantages peuvent inclure un boni annuel en espèces ainsi qu’un régime d’avantages sociaux complet comprenant, sans s’y limiter, l’assurance médicale, dentaire, vision, l’assurance vie et un régime de retraite 401(k).

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. The following language is for US based roles only

It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.

📌 Conseiller au service client (Temps plein)-QC (Montreal)
🏢 Focus Financial Partners
📍 Montreal