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Added 9 mins ago
T
Bilingual (FR/EN) Contact Centre Representative, Canadian Banking, Easyline
TD
Montreal, QC
- Full-time
We’re proud to work with a group of diverse colleagues. If you have relevant experience that isn’t mentioned below, tell us about it in your resume or cover letter.
Added 9 mins ago
SL
Business Development Partner
Sun Life
AB · Red Deer, AB
- Full-time
…insurance and wealth products. You’ll report to the District Manager (DM) and collaborate with the district and regional team and help generate business results for the overall…
Added 9 mins ago
B
Digital Product Owner
BMO
Toronto, ON · BMOPLACE
- Full-time
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Added 9 mins ago
B
Law Clerk, Capital Markets
BMO
Toronto, ON · FCP
- Full-time
…General Counsel. Builds effective relationships with business/group, provides advice on standard processes and ensures compliance with internal procedures. This position is privy to…
Added 23 mins ago
TG
Cash Management Officer - Tax Intern
TMX Group
Toronto, ON
- $22 to $25 CAD / hour
- Full-time
The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United…
Added 23 mins ago
A
Représentant(e) au développement des ventes | Sales Development Representative
Actalent
Brossard, QC
- $55,000 to $60,000 CAD / year
- Full-time
…de clients à travers le monde. Spécialisés en comptabilité, finance, ressources humaines, acquisition de talents, approvisionnement, chaîne d’approvisionnement et certaines professions…
Added 23 mins ago
CG
Food Service Manager (CSNM) , Contract
Compass Group Canada
Orillia, ON
- Full-time
Now, If You Were To Come On Board As a Food Service Manager We’d Ask You To Do The Following For Us
Added 23 mins ago
A
Co-Op Student - Project Support (DA)
AltaLink
Calgary, AB
- Other
…capital reporting analysts and project governance functions. The group is accountable for monitoring and controlling externally driven project financials from project development through to…
Added 23 mins ago
FC
IS Workforce Manager (Resource Manager)
Fidelity Canada
Toronto, ON
- Full-time
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of…
Added 38 mins ago
VC
Project Manager (Substation Construction)
Valard Construction
Calgary, AB
- Full-time
Our Substation group is currently looking to add a Project Manager to our team, based in Calgary, AB.
Added 38 mins ago
CC
Senior Accountant, Real Estate
Connor, Clark & Lunn Financial Group (CC&L)
Toronto, ON
- Part-time
Part of the Connor, Clark & Lunn Financial Group, Crestpoint is a commercial real estate investment manager dedicated to providing institutional and high net worth investors with direct…
Added 38 mins ago
OC
Development Coordinator
Orbis Canada
Canada
- Full-time
The Development Coordinator will report to the Manager, Events & Special Initiatives and work closely with the CEO and Vice President. The position will also collaborate with various…
Added 38 mins ago
MC
Manager, Business Banking Credit
Meridian Credit Union
Guelph, ON
- $79,100 to $110,000 CAD / year
- Full-time
Reporting to the Director, Sales & Service, the Manager, BBC Business Banking Credit role interfaces closely with Business Banking Centre (“BBC”) management and Business Credit Department…
Added 38 mins ago
OA
Accounting Manager
Oldcastle APG
Oakville, ON
- Other
The Accounting Manager reports to the Director of Finance and shares responsibility for all areas relating to financial reporting. This position includes general ledger preparation,…
Added 38 mins ago
A
Représentant(e) au développement des ventes | Sales Development Representative
Actalent
Sherbrooke, QC
- $55,000 to $60,000 CAD / year
- Full-time
…de clients à travers le monde. Spécialisés en comptabilité, finance, ressources humaines, acquisition de talents, approvisionnement, chaîne d’approvisionnement et certaines professions…
Added 38 mins ago
VI
Administrative Assistant, Diversity, Equity and Human Rights Office
Vancouver Island University
Nanaimo, BC
- $70,682 to $80,230 CAD / year
- Temporary
…University community. Working closely with the Director and Case Manager, the Assistant will be responsible for providing confidential administrative support to the Office, as well to…
Added 38 mins ago
OT
Restaurant Manager
One Therapy Network
Victoria, BC
- Full-time
A&W Restaurants in Victoria, BC, is seeking a Restaurant Manager to start immediately at our Mayfair Shopping Centre location. (#FC7 3147 Douglas Street)
Added 54 mins ago
V
Procurement Category Manager / Chef de Catégorie (Achat) - Logistique
Vention
Montreal, QC
- Full-time
Manage contract renewals and the contract lifecycle with Legal and Finance.
Added 54 mins ago
O
Manager, Corporate Reporting and Financial Services
OPTrust
Toronto, ON
- Full-time
The Finance and Facilities Division is led by the Chief Financial Officer and includes accounting, operations, tax, and facilities functions and roles supporting OPTrust investment and…
Added 54 mins ago
A
Co-Op Student - Project Support (DA)
AltaLink
Calgary, AB
- Internship
…capital reporting analysts and project governance functions. The group is accountable for monitoring and controlling externally driven project financials from project development through to…
Added 54 mins ago
MC
Manager, Business Banking Credit
Meridian Credit Union
Guelph, ON
- $79,100 to $110,000 CAD / year
- Full-time
Reporting to the Director, Sales & Service, the Manager, BBC Business Banking Credit role interfaces closely with Business Banking Centre (“BBC”) management and Business Credit Department…
Added 54 mins ago
SG
Manager Sales & Commercial Operations (MB & SK)
Southern Glazer's Wine & Spirits
Regina, SK
- $80,000 to $100,000 USD / year
- Full-time
As a full-time benefits-eligible employee, you can participate in the Group Flexible Benefits Plan and the Registered Retirement Savings Program (RRSP). The Benefits Plan includes…
Added 54 mins ago
TF
Senior Manager
the Finance Group
Ottawa, ON
- $130,000 to $150,000 CAD / year
- Full-time
the Finance Group (tFG) is recruiting an experienced Senior Manager – Public Accounting on behalf of our client, an established public accounting firm in Ottawa, Ontario.
Added 1 hour ago
T
Compliance Associate Rotational Program
TD
Toronto, ON
- Full-time
For TD Bank Group (TD) to remain competitive, it is essential to selectively take and manage risks. TD acknowledges that having a strong risk culture and a robust approach to risk…
Added 1 hour ago
T
Sr. Product Solution Analyst, TD Securities
TD
Toronto, ON
- Full-time
…technology solution team. This position reports directly to the Manager, Engineering within the Global Equity Derivatives & Synthetic Prime Solutions…

CACEIS

Client Relationship Manager

Montreal, QC, Canada

Full-time

Apply About employer

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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

Apply About employer

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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