Client Relationship Specialist
2 weeks ago
Cardinal Point Capital Management ULC is a cross-border wealth‑management firm dedicated to helping affluent individuals and families navigate the financial complexities of life in Canada and the U.S. As a Client Relationship Specialist based in Toronto, Ontario, you will support clients, team members, and custodial partners, ensuring smooth onboarding, accurate account administration, and outstanding day‑to‑day service. Primary Responsibilities Build strong client relationships and provide responsive, courteous support via phone, email, text, and client portals. Manage account documentation, onboarding tasks, and related data gathering for multiple U.S. and Canadian custodians. Handle cashiering and transactional requests, including transfers, wires, EFTs, and checks. Answer inquiries from clients and internal team members in a timely and professional manner. Train clients on how to use portals, systems, and other digital tools. Maintain and adhere to client‑related compliance policies and procedures that support investment strategies. Coordinate the collection of tax‑related documents to support client filings. Serve as the primary liaison with custodians to resolve account and transactional issues. Identify and propose process improvements to enhance efficiency with custodial partners. Participate in strategic projects and committees that support firm‑wide initiatives and operational growth. Qualifications Acute attention to detail and strong organizational/time‑management skills. Excellent written and verbal communication skills. Relationship‑building skills and comfort partnering with clients, custodians, and internal teams. A solutions‑oriented mindset and the ability to work independently. Proficiency with Salesforce, Microsoft Word and Excel; familiarity with NetRep, Dataphile, and NetX360 is advantageous. Completion of the Canadian Securities Course (CSC) is considered an asset. An interest or background in athletics—especially hockey (preferred). A collaborative and humble approach that aligns with our culture of integrity and diligence. The annualized base pay range for this role is expected to be between $60,000 and $70,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees; other rewards may include an annual cash bonus and a comprehensive benefits package. Cardinal Point, Focus Partners Canada is a cross‑border wealth management firm dedicated to helping affluent individuals and families navigate the financial complexities of life in Canada and the U.S. With a fiduciary‑first approach, we deliver personalized investment, tax, estate, and financial planning solutions that span currencies, jurisdictions and generations. #J-18808-Ljbffr
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Client Relationship Specialist
2 weeks ago
Toronto, Canada Focus Financial Partners Full timeCardinal Point Capital Management ULC is a cross-border wealth‑management firm dedicated to helping affluent individuals and families navigate the financial complexities of life in Canada and the U.S. As a Client Relationship Specialist based in Toronto, Ontario, you will support clients, team members, and custodial partners, ensuring smooth onboarding,...
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Client Relationship Specialist
2 weeks ago
Toronto, Ontario, Canada Cardinal Point, Focus Partners Canada Full timePosition SummaryAt Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding...
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Client Relationship Specialist
2 weeks ago
Toronto, Ontario, Canada Focus Financial Partners Full timePosition Summary At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding...
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Client Relationship Specialist
2 weeks ago
Toronto, Ontario, Canada Focus Financial Partners Full time $60,000 - $70,000Position SummaryAt Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding...
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Client Relationship Specialist
2 weeks ago
Greater Toronto Area, Canada Cardinal Point Wealth Management, ULC Full timePosition SummaryAt Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding...
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Client Relationship Actuary
2 weeks ago
Toronto, Canada Moody's Investors Service Full timeThe Associate Director - Client Relationship Actuary role requires an ambitious and driven individual to provide support and guidance to both potential and existing clients in the use and implementation of AXIS actuarial software. This involves hands on management of existing client companies including understanding their detailed needs to guide their...
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Service Relationship Specialist
2 weeks ago
Toronto, Canada Manulife Full timeThe Service Relationship Specialist role represents Manulife externally with existing and potential corporate clients (large and jumbo) as well as our key Advisor Firms and Partners. They work alongside the Account Executives in this client facing role and supports our distribution partners in the delivery of value-added benefits and superior service to Plan...
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Client Relationship Specialist
3 weeks ago
Toronto, Canada Cardinal Point Athlete Advisors | Focus Partners Canada Full timeAs an employee of Cardinal Point Capital Management ULC, this position is centered on ensuring customer satisfaction, providing customer support, effective communication, utilizing analytical skills, and delivering exceptional client service on a daily basis. Primary functions involve processing tasks with the firm’s custodial providers in Canada and the...
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Client Relationship Specialist
3 weeks ago
Toronto, Canada Cardinal Point Athlete Advisors | Focus Partners Canada Full timeAs an employee of Cardinal Point Capital Management ULC, this position is centered on ensuring customer satisfaction, providing customer support, effective communication, utilizing analytical skills, and delivering exceptional client service on a daily basis. Primary functions involve processing tasks with the firm’s custodial providers in Canada and the...
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Client Relationship Specialist
6 days ago
Toronto, Ontario, Canada Cardinal Point Athlete Advisors | Focus Partners Canada Full timeAs an employee of Cardinal Point Capital Management ULC, this position is centered on ensuringcustomer satisfaction, providing customer support, effective communication, utilizing analyticalskills, and delivering exceptional client service on a daily basis.Primary functions involve processing tasks with the firm's custodial providers in Canada and the U.S....
