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Added 1 min ago
EF
Digital Press Operator
ePac Flexible Packaging
Port Coquitlam, BC
- Full-time
The Press Operator efficiently operates, calibrates and maintains an Indigo HP 200K & HP 25K to ensure excellent quality, machine uptime and that customer expectations are exceeded.
Added 1 min ago
ES
Maintenance Technician V – HVAC / Refrigeration Mechanic - Surrey, BC
Equans Services Canada & US
Surrey, BC
- Full-time
Perform other work outside of position’s usual trade certification but within the individual’s capability or work experience as part of the maintenance team.
Added 1 min ago
FG
Vice President, People & Culture
FFUN Group
Saskatoon, SK
- Full-time
As a member of our Senior Leadership Team, you'll lead our People & Culture and Payroll functions, contribute to business strategy, and play a critical role in attracting, developing, and…
Added 1 min ago
H
Customer Support Specialist
Haystack
Canada
- $65,000 CAD / year
- Full-time
A commitment to excellence and a proactive approach to identifying ways to improve the customer experience.
Added 1 min ago
PH
District Director
ParaMed Home Health Care
Belleville, ON
- Full-time
Would you like to help lead business transformation? We are looking for a strong and experienced Leader who will be responsible for managing all operational and clinical aspects of our…
Added 1 min ago
P&
Executive & Office Services Assistant
Parrish & Heimbecker, Limited
Winnipeg, MB
- Full-time
Previous supervisory or team-lead experience is preferred.
Added 1 min ago
H
Director of Customer Success
Haystack
Canada
- $243,000 to $365,000 CAD / year
- Full-time
Lead and mentor a distributed team of account managers and customer success professionals to achieve revenue targets.
Added 1 min ago
ON
Assistant Manager - Outlet Coll Winnipeg
Old Navy
Winnipeg, MB
- Full-time
…profitable sales growth through all aspects of the store including; customer and product operations, merchandising, and talent development. You are responsible for supporting the execution…
Added 1 min ago
W
Regional Sales Director - Identity - Canada
Workday
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Team Leadership & Coaching: Use your experience to lead, coach, and mentor a field sales team of specialized Account Executives focused on identity governance and access management. Drive a…
Added 1 min ago
PH
District Director
ParaMed Home Health Care
Oshawa, ON
- Full-time
Would you like to help lead business transformation? We are looking for a strong and experienced Leader who will be responsible for managing all operational and clinical aspects of our…
Added 1 min ago
TS
Program Service Manager
The Salvation Army in Canada
Toronto, ON
- Full-time
Lead weekly case management meetings with team
Added 1 min ago
WS
Manager IT Service Management (ITSM)
Workplace Safety and Insurance Board (WSIB)
London, ON
- Full-time
…Management (ITSM) to help strengthen how reliable, effective and customer-focused technology services are delivered across the organization. You’ll have the opportunity to lead an…
Added 1 min ago
Driver Training - Admissions Coordinator - Challenger (Cambridge)
Fastfrate Group
Cambridge, ON
The role combines admissions administration, customer service, sales, relationship management and training coordination, with measurable accountability for student enrollment, training…
Added 1 min ago
Payroll Manager
Imperial Brady
Montreal, QC · Saint-Laurent, QC
…timely availability of high-quality products. Our Canadian customer service team understands the unique needs of Canadian businesses and delivers tailored solutions with a local…
Added 1 min ago
Quality Assurance Coordinator - Mississauga
BelPak
Mississauga, ON
…confectionary and snack products in Canada. BelPak uses its extensive experience in managing both manual processes and automated equipment to handle primary and secondary packaging of…
Added 1 min ago
Manager Grocery - FreshCo Winkler
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Winkler, MB
The Grocery Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 1 min ago
Manufacturing Evening Shift Team Leader (Internal)
BGE Indoor Air Quality Solutions Ltd.
Edmonton, AB
Experience supporting or training coworkers; previous Team Lead or acting lead experience is an asset.
Added 1 min ago
Technical Account Manager (Mid-Market)
eSentire
Canada
You will lead technical cadences including onboarding, platform optimization, security reviews, and customer enablement, translating Atlas AI capabilities, TRU threat intelligence, and SOC…
Added 1 min ago
Cook (Casual) - The Waterford
Century Group
Delta, BC
Providing elevated customer services that put seniors’ needs, comfort, and dignity first
Added 1 min ago
GC
Food & Beverage Outlets Manager (Full Time)
Granite Club
Toronto, ON · North York, ON
- Full-time
…Staff provide consistent service and that each Member’s dining experience exceeds expectations. This position actively fosters a team-oriented Granite Gold Hospitality culture based on…
Added 1 min ago
Payroll Manager, North America
Superior Plus Propane Talent Acquisition
Cambridge, ON
…organizational policies. The manager will oversee payroll systems, lead a team of payroll professionals, and…
Added 1 min ago
HRIS Manager
Superior Plus Propane Talent Acquisition
Cambridge, ON
employee experience. The role balances hands-on system leadership with managerial
Added 1 min ago
H(
Senior Retirement Planning Advisor
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $86,000 to $131,000 CAD / year
- Full-time
…of HOOPP's retirement planning programs, tools, and member…
Added 1 min ago
M(
Coordinator, Ticket Operations
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
At Maple Leaf Sports & Entertainment Partnership (MLSE), we exist to deliver the ultimate fan experience by lifting trophies, spirits, and communities – united as one.
Added 1 min ago
M(
Manager, Premium Retention & Service
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
The Manager, Premium Retention & Service is a key leadership role responsible for delivering an exceptional experience for some of our most valued premium Members. This role will lead the…

CACEIS

Client Relationship Manager

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 29, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

Job Title: Client Relationship Manager

Location: 700 Boul. René-Lévesque Ouest, Suite 300 Montréal QC H3B 1X8

Job Type: Full time, Permanent position

Reports to: Head of Client Management

Department: Client Relationship Management

About CACEIS:

CACEIS is the asset servicing banking group of Credit Agricole dedicated to asset managers and institutional investors. Through offices across Europe, North and South America and Asia, CACES offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary, fund administration, fund distribution support, middle-office outsourcing and issuer services. CACEIS is a consolidator in the European asset servicing market and posts sustained growth in its business activities. The group holds €5.3 trillion in assets under custody and €3.4 trillion in assets under administration (figures as of 31 December 2024) By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.

Roles & responsibilities:

To manage a portfolio of clients for CACEIS Canada Asset Servicing Ltd., and to ensure the provision of high quality, professional services to these clients:

Act as the primary contact for an assigned portfolio of clients for the Branch and Company.
Liaise with clients and organize & attend regular review meetings / calls.
Resolve queries through to completion in a timely manner.
Liaise with clients to better understand their needs and requirements, and to identify potential process improvements and / or additional services which CACEIS can provide.
Attend client board meetings and coordinate with the various departments / teams regarding their respective attendance, resolution of matters arising from previous board meetings and anticipating possible discussions items at the board meetings.
Keep clients updated on all CACEIS products and services.
Keep management (including Head of Coverage) abreast of all issues arising concerning each client.
Assist clients launch new funds and / or services.
Ensure all necessary documentation and forms are in place for each client.
Liaise with colleagues internally to ensure all outstanding operational issues are identified and addressed and where necessary advise the client.
Participate in ‘ad hoc’ projects that can be local to Dublin or are larger CACEIS Group projects.
Develop and maintain strong working relationships with colleagues in the various different departments, both locally in Dublin and throughout the CACEIS group.
Develop and maintain excellent working relationships with a portfolio of clients.

Must have skills:

Experience of attending, presenting and taking a lead role at board / client meetings.
French would be an advantage.
Interpersonal and networking skills with a proven track record of dealing with clients, industry associations and senior management
Risk management and mitigation focus
Comprehensive working knowledge of at least one of the following (fund accounting, transfer agency, custody, trustee and financial reporting).
Good knowledge of current regulatory developments affecting the funds’ industry.
Project management skills.
Strong communication, presentation and negotiation skills
Proven organizational and time management skills

What we offer:

Join a respected global financial services firm with a collaborative culture.
Opportunity to contribute across departments and grow your skill set.
Flexible work arrangements supporting a healthy work-life balance.
Competitive salary and benefits package
Professional development opportunities and training
A collaborative and supportive team environment
Exposure to the asset management industry with opportunities for growth

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More about this job

Responsibilities

Manage a portfolio of clients as their primary contact, resolve queries, lead regular reviews and board meetings, and identify client needs, process improvements, and opportunities for additional services. Coordinate internally to address operational issues, support new fund and service launches, keep management informed, and contribute to local and group projects.

Requirements

Candidates should have experience leading and presenting at client or board meetings, strong client-facing, communication, negotiation, organizational, and project management skills, and a risk management focus. They should have working knowledge of at least one area such as fund accounting, transfer agency, custody, trustee services, or financial reporting, along with knowledge of current fund industry regulations; French is an advantage.

Skills

Client Meeting Leadership
Interpersonal Skills
Networking
Risk Management
Fund Accounting
Transfer Agency
Custody
Trustee Services
Financial Reporting
Regulatory Knowledge
Project Management
Communication
Presentation
Negotiation
Time Management

Benefits

Flexible Work Arrangements
Competitive Salary and Benefits Package
Professional Development Opportunities
Training
Collaborative and Supportive Team Environment

Visa sponsorship

Not detected in the job text

Keywords

Asset Servicing
Client Portfolio Management
Fund Accounting
Transfer Agency
Custody
Trustee Services
Financial Reporting
Fund Administration
Fund Distribution
Middle-Office Outsourcing
Securities Lending
Foreign Exchange
Regulatory Developments
Risk Management
Client Board Meetings
Client Reviews
Operational Issue Resolution
Fund Launches
Project Management
Process Improvement
Institutional Investors
Asset Managers
Financial Services

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