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.

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 Client relationship management experience in the funds or asset servicing industry, with direct exposure to external clients Good knowledge of current regulatory developments affecting the funds industry Proven track record dealing with clients, industry associations and senior management Risk management and mitigation focus Project management, organizational and time management skills 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 Services Director (Customer Experience) (Winnipeg)
🏢 ExperTech Recruiting
📍 Winnipeg