Lead institutional client relationships in Montreal using fund services expertise, strong communication, and board meeting presentation skills. This full-time role is permanent. ExperTech seeks a Client Relationship Manager for its Client Relationship Management team. Reporting to the Head of Client Management, you will serve institutional clients and support service quality. Your work includes client meetings, board meetings, and new fund launches. Key Responsibilities:
Act as primary contact for institutional client portfolios Lead client and board meetings Drive service quality across client relationships Support new fund launches and service onboarding Manage relationships with senior management and industry associations Requirements:
Client relationship management experience in funds or asset servicing Direct exposure to external clients Knowledge of fund accounting, custody, or financial reporting Understanding of current funds industry regulatory developments Solid communication, presentation, negotiation, and risk management skills Apply institutional client management, fund services knowledge, and meeting leadership to support ExperTech clients in Montreal.