Job Title: Client Relationship Manager

Location: 700 Boul. René-Lévesque Ouest, Suite 300 Montréal QC H3B 1X8

Job Type: Full time, Permanent position

Reports to: Head of Client Management

Department: Client Relationship Management

About CACEIS:

CACEIS is the asset servicing banking group of Credit Agricole dedicated to asset managers and institutional investors. Through offices across Europe, North and South America and Asia, CACES offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary, fund administration, fund distribution support, middle-office outsourcing and issuer services. CACEIS is a consolidator in the European asset servicing market and posts sustained growth in its business activities.

The group holds €5.3 trillion in assets under custody and €3.4 trillion in assets under administration (figures as of 31 December 2024) By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.

Roles & responsibilities:

To manage a portfolio of clients for CACEIS Canada Asset Servicing Ltd., and to ensure the provision of high quality, professional services to these clients:

- Act as the primary contact for an assigned portfolio of clients for the Branch and Company.
- Liaise with clients and organize & attend regular review meetings / calls.
- Resolve queries through to completion in a timely manner.
- Liaise with clients to better understand their needs and requirements, and to identify potential process improvements and / or additional services which CACEIS can provide.
- Attend client board meetings and coordinate with the various departments / teams regarding their respective attendance,



resolution of matters arising from previous board meetings and anticipating possible discussions items at the board meetings.
- Keep clients updated on all CACEIS products and services.
- Keep management (including Head of Coverage) abreast of all issues arising concerning each client.
- Assist clients launch new funds and / or services.
- Ensure all necessary documentation and forms are in place for each client.
- Liaise with colleagues internally to ensure all outstanding operational issues are identified and addressed and where necessary advise the client.
- Participate in ‘ad hoc’ projects that can be local to Dublin or are larger CACEIS Group projects.
- Develop and maintain solid working relationships with colleagues in the various different departments, both locally in Dublin and throughout the CACEIS group.
- Develop and maintain excellent working relationships with a portfolio of clients.

Must have skills:

- Experience of attending, presenting and taking a lead role at board / client meetings.
- French would be an advantage.
- Interpersonal and networking skills with a proven track record of dealing with clients, industry associations and senior management
- Risk management and mitigation focus
- Comprehensive working knowledge of at least one of the following (fund accounting, transfer agency, custody, trustee and financial reporting).
- Good knowledge of current regulatory developments affecting the funds’ industry.
- Project management skills.
- Strong communication, presentation and negotiation skills
- Proven organizational and time management skills

What we offer:

- Join a respected global financial services firm with a collaborative culture.
- Opportunity to contribute across departments and grow your skill set.
- Flexible work arrangements supporting a healthy work-life balance.
- Competitive salary and benefits package
- Career development opportunities and training
- A collaborative and supportive team workplace
- Exposure to the asset management industry with opportunities for growth

📌 Client Relationship Manager (Montreal)
🏢 CACEIS
📍 Montreal