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
- Team-oriented, supportive team culture with exposure to the asset management industry
- Flexible work arrangements supporting a healthy work-life balance
- Career 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 (Montreal)
🏢 ExperTech Recruiting
📍 Montreal