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Added 14 mins ago
P
Marketing Coordinator/Coordonnateur(trice) Marketing
Playground
Kahnawake 14 Réserve Indienne, QC
- Full-time
…balances creative copywriting with rigorous operational oversight. Reporting to the Marketing Manager, the ideal candidate is a proactive "owner" who can manage high-volume communications,…
Added 14 mins ago
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Sr. Product Solution Analyst, TD Securities
TD
Toronto, ON
- Full-time
…through to settlements, market risk, credit risk, liquidity reporting, financial reporting, regulatory reporting/compliance, and all intermediary processes. This role demands a high degree…
Added 14 mins ago
JS
Product Support Technical Specialist
Jonas Software
Markham, ON · Canada - Markham - Ontario
- Full-time
Reporting to the Technical Product Support Team Lead, you will:
Added 14 mins ago
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CHIEF OPERATING ENGINEER
Nortera
Tecumseh, ON
- Full-time
…individual to join our team as a Chief Operating Engineer. Reporting to the Maintenance Manager, the successful candidate will be responsible for the safe operation, maintenance,…
Added 14 mins ago
TS
Program Service Manager
The Salvation Army Canada and Bermuda Territory
Toronto, ON · THHS - Maxwell Meighen Centre
- Full-time
Responsible for the data base and networking with other service providers for consistent reporting functions
Added 14 mins ago
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Senior Manager, Infrastructure Projects
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Calgary, AB
- Full-time
Reporting to the Director, Workplace & Real Estate, the Senior Manager, Infrastructure Projects provides strategic leadership and oversight of the Workplace & Real Estate Infrastructure…
Added 14 mins ago
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Negotiation Governance Lead, Site Contracting
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- Full-time
Lead the execution of BMS Sponsored Research Agreements with investigators and institutions, focusing on complex and escalated negotiations.
Added 14 mins ago
Coordinator, Accounting Services
City of Regina
Regina, SK
…reports to the Financial Business Partner – Public Accounting and…
Added 29 mins ago
IS
Project Manager
Information Services Corporation ISC
Regina, SK
- Full-time
We are seeking a Project Manager to lead project-based initiatives that help shape the future of our organization.
Added 29 mins ago
JC
Product Support Technical Specialist
Jonas Club Software
Markham, ON · Canada - Markham - Ontario
- Full-time
Reporting to the Technical Product Support Team Lead, you will:
Added 29 mins ago
Manager, Application Security
The Canada Life Assurance Company
Toronto, ON
The Manager, Application Security will lead the organization’s application security program, ensuring secure design, development, and deployment of applications. This role requires deep…
Added 29 mins ago
Materials Management Technician - Non-Certified
Winnipeg Regional Health Authority
Winkler, MB
Reporting to the Lead - Supply Chain Management, the Materials Management Technician Non-Certified provides customer service to Southern Health-Santé Sud sites and programs. The incumbent…
Added 29 mins ago
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Equipment Design Engineering Manager (onsite)
Johnson Controls
AB · SA - Edmonton Orion
- Full-time
We are seeking a strategic and technically driven Equipment Design Engineering Manager to lead a high-performing team of Senior Equipment Design Engineers and Subject Matter Experts. In…
Added 29 mins ago
P
Manager, Data Integration
Prophix
Remote, Canada
- Full-time
- Remote
…spreadsheets and start driving strategy. Prophix One™ brings planning, reporting, consolidation, and automation together in a single place, and we are expanding its AI capabilities faster…
Added 29 mins ago
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Inside Sales Representative
Generac Power Systems
Toronto, ON · Canada - Toronto
- Full-time
Lead direct sales and customer success activities for ecobee’s SmartBuildings product line, including lead qualification, virtual demonstrations, coordination of hardware procurement,…
Added 29 mins ago
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Clinic Network Specialist, Planner Principal State
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Saint-Paul, NB · St.-Paul, NB
- Full-time
This role serves as the primary clinical systems lead for both the National Breast and Cervical Cancer Early Detection Program (NBCCEDP) and the Minnesota SagePlus program. The position…
Added 29 mins ago
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Head of Operations
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Canada
- Full-time
We are seeking an experienced, strategic, and results-driven Head of Operations to lead and oversee the organization’s operational functions. This role is responsible for developing…
Added 29 mins ago
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Project Manager – Finance Transformation
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Toronto, ON
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…Transformation initiative focused on modernizing core finance processes, reporting capabilities, costing functions, and enterprise finance operations. This strategic program represents a…
Added 29 mins ago
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Senior Business Analyst - Finance Transformation
Robertson & Company Ltd.
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- Contract
Lead current-state and future-state assessments across finance functions, including financial reporting, cost accounting, and finance operations.
Added 29 mins ago
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Lead Data Engineer / Data Product Lead – Snowflake
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- $60 to $80 CAD / hour
- Contract
A leading life sciences consulting organization is seeking an experienced Lead Data Engineer / Data Product Lead to support the design and delivery of enterprise-scale data products within…
Added 29 mins ago
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Added 29 mins ago
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Data & Analytics Leader – BFSI
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Added 29 mins ago
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Customer Relationship Management Manager
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Toronto, ON · Etobicoke, ON
- Full-time
Reporting: HR, Business Operations & Strategy
Added 29 mins ago
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Registered Practical Nurse - Emergency Department
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Added 29 mins ago
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Registered Practical Nurse - Emergency Department
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CACEIS

Client Relationship Manager

Montreal, QC, Canada

Full-time

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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

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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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