Cardinal Point Wealth Management, ULC
Client Relations Specialist at Cardinal Point
Job Description
Become a key player at Cardinal Point Wealth Management as a Client Relationship Specialist in Montreal. This full-time role focuses on client engagement, effective communication, and delivering personalized service.
In this position, you are crucial in ensuring exceptional client experiences and supporting Portfolio Managers with day-to-day administrative tasks. Responsibilities cover drafting Letters of Direction, onboarding clients, and managing taxes for financial assets. Your analytical skills will drive operational enhancements and client satisfaction.
Key Responsibilities:
• Facilitate client onboarding and execute transaction instructions
• Process fund conversions and assist with exits
• Ensure compliance with FATCA and W-8BEN documentation
• Conduct account reconciliations and maintain transaction records
• Develop operational feedback for quality control
Requirements:
• Experience in wealth management or customer service sectors
• Strong analyti...
In this position, you are crucial in ensuring exceptional client experiences and supporting Portfolio Managers with day-to-day administrative tasks. Responsibilities cover drafting Letters of Direction, onboarding clients, and managing taxes for financial assets. Your analytical skills will drive operational enhancements and client satisfaction.
Key Responsibilities:
• Facilitate client onboarding and execute transaction instructions
• Process fund conversions and assist with exits
• Ensure compliance with FATCA and W-8BEN documentation
• Conduct account reconciliations and maintain transaction records
• Develop operational feedback for quality control
Requirements:
• Experience in wealth management or customer service sectors
• Strong analyti...