Use asset servicing knowledge to manage external client relationships in Montreal. ExperTech offers a full time, permanent Client Relationship Manager position.
As part of ExperTech’s Client Relationship Management team, you will report to the Head of Client Management. The position focuses on service quality, institutional client needs, and client-facing leadership. You will also contribute to new fund launches and onboarding activities.
Key Responsibilities
Manage a portfolio of institutional client relationshipsPresent and lead discussions at board meetingsMaintain service quality for external clientsSupport new fund launches and onboardingIdentify process improvements or additional client servicesRequirements:
Funds or asset servicing client relationship experienceExperience attending and presenting at client meetingsWorking knowledge of transfer agency, custody, or trustee servicesKnowledge of regulatory developments affecting fundsProject management and organizational skillsBring asset servicing experience, client presentation ability, and organizational skills to ExperTech’s Montreal relationship management team.