Client Relationship Specialist

1 week ago

Toronto, Ontario, Canada Cardinal Point Athlete Advisors | Focus Partners Canada Full time

As 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 U.S. These responsibilities include:

  • Manage, complete, and track account paperwork for multiple clients and custodians in both US and Canada.
  • Manage cashiering including money transfer requests (transfers, wires, EFT, checks, etc.) for multiple clients and custodians in both US and Canada.
  • Coordinate the onboarding of new clients and working with the client service team to collect data from the clients to support the investment needs for clients.
  • Maintain client-related compliance policies and procedures to support the investment team and it's strategy.
  • Independently answer client and employee inquiries related to your job functions by phone, text and email in a timely manner, including training client on how to use our systems and client portal.
  • Participate in strategic projects and committees to help implement the company's strategic vision.
  • Serve as a primary liaison with custodian for issues related to listed job functions. Investigate and present more efficient ways of performing job functions with each custodian.
  • Administrative support and document collection for filing client tax returns.

The role requires acute attention to detail, excellent time management, exemplary verbal and written skills and a penchant for problem solving. Relationship building skills are essential, as there will be frequent contact with the firm's customers and suppliers. The ability to work in an independent environment is a critical aspect.

Candidates should possess an undergraduate degree. Completion of the Canadian Securities Course

is also an asset. Proficiency with Salesforce, Word and Excel, NetRep, Dataphile, NetX360 are

advantageous.

  • Client Relationship Director

    2 weeks ago

    Toronto, Ontario, Canada Fitch Learning Full time

    Fitch Learning | Client Relationship Director / Manager - Toronto, CanadaRequisition ID: 49013Business Unit: Fitch LearningCategory: Business Development & SalesLocation:Toronto, ON, CADate Posted: Nov 12, 2025Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices,...

  • Client Relations Specialist

    1 week ago

    Toronto, Ontario, Canada Cassels Brock & Blackwell LLP Full time

    About Us:Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada's most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and Calgary.Our...

  • Client Support Specialist

    4 days ago

    Toronto, Ontario, Canada AutoTrader Full time

    We are TRADER, a Canadian leader in digital automotive solutions. Our flagship brands — , AutoSync, Dealertrack Canada and CMS — help Canadians buy, sell, and finance vehicles with confidence. As part of AutoScout24 group, Europe's largest online car marketplace, we're shaping the future of automotive retail in Canada and beyond. Learn more...

  • Client Support Specialist

    2 weeks ago

    Toronto, Ontario, Canada AutoTrader Full time

    We are TRADER, a Canadian leader in digital automotive solutions. Our flagship brands —,AutoSync,Dealertrack Canada and CMS— help Canadians buy, sell, and finance vehicles with confidence.As part ofAutoScout24 group, Europe's largest online car marketplace, we're shaping the future of automotive retail in Canada and beyond.Learn more at This role will be...

  • Client Support Specialist

    2 weeks ago

    Toronto, Ontario, Canada TRADER Corporation Full time

    We are TRADER, a Canadian leader in digital automotive solutions. Our flagship brands — , AutoSync, Dealertrack Canada and CMS — help Canadians buy, sell, and finance vehicles with confidence.As part of AutoScout24 group, Europe's largest online car marketplace, we're shaping the future of automotive retail in Canada and beyond.Learn more at This role...

  • Client Operations Specialist

    4 days ago

    Toronto, Ontario, Canada International Financial Data Services (IFDS) Full time

    Employment Type:PermanentAddress30 Adelaide Str, EastToronto, Ontario, M5C 3G9CanadaWho We AreWith its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world,...

  • Vice-President, Client Relationship

    21 hours ago

    Toronto, Ontario, Canada Aon Corporation Full time $126,000 - $168,000

    Do you enjoy connecting with clients and helping tackle business problems? Do you see opportunity where others see roadblocks or challenges? If so, this opportunity might be for you. The Relationship Lead role provides an opportunity to develop strong relationships with clients built on the foundation of a global organization that is in the business of...

  • Senior Client Relationship Manager

    2 weeks ago

    Toronto, Ontario, Canada SRA Group Full time

    SRA Group is seeking aSenior Client Relationship Managerwith a strong background inIT and/or consulting sales, specifically within thebanking and financial servicessector. This individual will play a strategic role in expanding our footprint through the delivery of specialized talent and consulting solutions — including staff augmentation, project-based...

  • Client Relationship and Development Manager

    6 days ago

    Toronto, Ontario, Canada Richter Full time

    OveviewRichter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether...

  • Client Relationship and Development Manager

    1 week ago

    Toronto, Ontario, Canada Richter Full time

    OveviewRichter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether...