Client Relationship Manager – Montreal (Full time, Permanent) A leading global asset servicing organization is looking to hire a

Client Relationship Manager

to join their Client Relationship Management team in Montreal. Reporting to the Head of Client Management, you will act as the primary point of contact for a portfolio of institutional clients, leading client and board meetings, driving service quality, and supporting new fund launches. This is a full-time, permanent position with a competitive salary and benefits package.

About the Company

A global leader in asset servicing, part of a major international banking group

Serves asset managers and institutional investors through offices across Europe, the Americas and Asia

Broad range of services including custody, depositary, fund administration, transfer agency and middle-office outsourcing

Collaborative, supportive team culture with exposure to the asset management industry

Flexible work arrangements supporting a healthy work-life balance

Professional development, training and opportunities for growth

What We Are Looking For

Client relationship management experience in the funds or asset servicing industry, with direct exposure to external clients





Experience attending, presenting and taking a lead role at client and board meetings

Comprehensive working knowledge of at least one of the following: fund accounting, transfer agency, custody, trustee or financial reporting

Good knowledge of current regulatory developments affecting the funds industry

Proven track record dealing with clients, industry associations and senior management

Strong communication, presentation and negotiation skills

Risk management and mitigation focus

Project management, organizational and time management skills

You'll Stand Out If You Have

Bilingualism

in French and English

Experience supporting clients with new fund launches or service onboarding

Experience identifying process improvements or additional services for clients

Exposure to institutional clients such as asset managers, pension funds or insurers

Experience participating in local or global cross-functional projects

At ExperTech, all candidates are welcome regardless of race, nationality, color, religion, gender, gender identity or expression, sexual orientation, disability, or age.

📌 Client Relationship Manager (Winnipeg)
🏢 ExperTech Recruiting
📍 Winnipeg