Client Relationship Specialist
3 weeks ago
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. Seniority level Entry level Employment type Full-time #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
1 week 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
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....
