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Added 19 mins ago
NB
Manager Custody Client Services
National Bank of Canada
Toronto, ON
- Full-time
Bachelor's degree in Finance, Business Administration, Accounting, Economics, or a related discipline, and minimum of 5 years of experience in custody services, custody operations,…
Added 19 mins ago
TU
Administrative Assistant, HR Students & Facilities
The University of British Columbia
Vancouver, BC
- $4,719 to $4,960 CAD / month
- Full-time
Researches and provides information regarding UBC student appointment policies and procedures to staff and faculty; resolves complex student appointment issues relating to position funding,…
Added 19 mins ago
TU
Senior Program Assistant, Medical Education – Division of Neonatology
The University of British Columbia
Vancouver, BC
- $5,027 to $5,413 CAD / month
- Full-time
Reports jointly to the Director of the Fellowship Program and the Division Head. Receives operational direction from the Program Manager, Medical Education. The Business Manager, Division…
Added 19 mins ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 19 mins ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 20 mins ago
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Shopping Center Manager
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- Full-time
Reporting to the Senior Shopping Centre Manager this position is a member of a portfolio team working collaboratively with other members responsible for marketing, administration,…
Added 34 mins ago
ACCOUNT MANAGER - CONTRACT
Green Shield Canada
Toronto, ON
…for cultivating strong, long‑term relationships with Advisors and clients while effectively managing, servicing, and retaining an assigned portfolio of group benefits accounts. The Account…
Added 49 mins ago
R
Industrial and Technological Benefits (ITB) Manager
RTX
Ottawa, ON
- Full-time
We are presently seeking a highly skilled Industrial and Technological Benefits (ITB) Manager to support several large defence projects across Canada. This is a dynamic and visible position…
Added 49 mins ago
TS
Payoll and Benefits Specialist
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Vaughan, ON
- Full-time
payroll and benefits administration, supports employees with inquiries, liaises with external providers and helps ensure
Added 49 mins ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
Reporting to the DevSecOps Manager, this role provides technical leadership, mentorship, and guidance to other Engineers while collaborating closely with teams across TSP to enhance the…
Added 49 mins ago
G
ACCOUNT MANAGER - CONTRACT
GreenShield
Toronto, ON
- $74,269 to $92,837 CAD / year
- Contract
…for cultivating strong, long‑term relationships with Advisors and clients while effectively managing, servicing, and retaining an assigned portfolio of group benefits accounts. The Account…
Added 1 hour ago
KL
Demand Planner / Pricing Administrator
Kanto Living
Canada
- $60,000 to $80,000 CAD / year
- Full-time
Reporting to the VP of Operations, this role works closely with the Supply Chain Manager and collaborates with Sales, International Sales, Marketing, E-Commerce, Product, Finance and…
Added 1 hour ago
BH
Client Administration Analyst
Berkshire Hathaway Group Reinsurance Division
Toronto, ON
- Full-time
The Analyst is responsible for analyzing and validating Client reporting for accuracy, timeliness and completeness. You will ensure completeness of Client information and records in…
Added 1 hour ago
Operations Manager, School of Skilled Trades and Apprenticeship
Mohawk College
Hamilton, ON
Reporting to the Senior Manager, Administration, within the School of Skilled Trades and Apprenticeship, the incumbent is responsible for overseeing and managing the administrative and…
Added 1 hour ago
DT
Account Manager
Direct Travel
Canada
- Full-time
Working with Direct Travel’s corporate accounts, this position strives to improve efficiencies, create and administer travel policies, evaluate and implement technologies, and troubleshoot…
Added 1 hour ago
D
Chief Compliance Officer
Desjardins
Toronto, ON
- Full-time
Guardian Capital LP (GCLP) is a Canadian institutional asset manager delivering investment management solutions to pension funds, foundations, endowments, corporations, other institutional…
Added 1 hour ago
A
DevSecOps Engineer
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Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
Reporting to the DevSecOps Manager, this role provides technical leadership, mentorship, and guidance to other Engineers while collaborating closely with teams across TSP to enhance the…
Added 1 hour ago
M
Payroll Analyst (Time)
Manpower
Calgary, AB
- Contract
Reporting to the Manager, Payroll, this individual will have a strong payroll background and will perform duties to support all aspects of time and scheduling, as well as ongoing payroll…
Added 1 hour ago
ZG
IQR Customer Care Operations Supervisor
ZEISS Group
Toronto, ON
- Full-time
…responsible for coordinating the daily execution of service and sales administration activities, including service order management, order entry, service billing, invoicing support, sales…
Added 1 hour ago
T
Personal Banking Associate - L'Île-Perrot (18.75 hours)
TD
Notre-Dame-de-l'Île-Perrot, QC
- Part-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 1 hour ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 1 hour ago
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Customer Experience Associate
TD
Dawson Creek, BC
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 1 hour ago
M
Senior Manager, Corporate Commercial Credit
Moneris
Toronto, ON
- Full-time
As the Senior Manager, Corporate-Commercial Credit, you will lead a team of Senior Credit Analysts responsible for managing Moneris’ commercial credit risk portfolio, including Large Key…
Added 1 hour ago
MU
Accounts Administrator
McGill University
Montreal, QC
- Full-time
Under the supervision of the Finance Officer of the Faculty of Dentistry, administers research accounts in support of the FST manager and the Faculty's Principal Investigators, and of…
Added 1 hour ago
CE
Senior Plant Engineer
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Calgary, AB
- Full-time
…supporting Cenovus’s Conventional business. Reporting to the Sr. Manager, Process & Facilities Engineering, this dynamic role plays a key part in maximizing asset value through technical…

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

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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