01 Nov
|
Focus Financial Partners
|
Montreal
01 Nov
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.
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📌 Montreal Wealth Management Client Specialist On Site
🏢 Focus Financial Partners
📍 Montreal