Montreal Wealth Management Client Specialist

Montreal Wealth Management Client Specialist

29 Oct
|
Focus Financial Partners
|
Montreal

29 Oct

Focus Financial Partners

Montreal

Focus Financial Partners is seeking a Client Relationship Specialist in Montreal, QC, to deliver exceptional client service for a cross-border wealth management practice. The role focuses on supporting portfolio management, client onboarding, documentation, and transaction processing in office.

Responsibilities include coordinating with PMs and custodians, handling transfers, and ensuring compliance with tax reporting and regulatory requirements.

📌 Montreal Wealth Management Client Specialist
🏢 Focus Financial Partners
📍 Montreal

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