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Added 10 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 10 mins ago
CL
General Manager - Off Campus
Campus Living Centres
Guelph, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 10 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
…of Saint John and under the direct supervision of the Growth Manager, the Growth Coordinator will be a champion for growth in Saint…
Added 10 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The position provides oversight for application lifecycle management (on-premises and SaaS) including major systems administration (e.g. ERP, Asset Management, ePermitting), application, AI…
Added 10 mins ago
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Manager Policy and Risk Management
City of Saint John
Saint John, NB
- Full-time
The Manager Policy and Risk Management is responsible for research and analysis, policy and procedures, and risk management.
Added 10 mins ago
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Senior Manager Delivery - Electrification Team (Construction)
Mace
Toronto, ON
- Full-time
Within our consult business we harness our unique combination of leading-edge practical expertise and project delivery consultancy to unlock the potential in every project.
Added 10 mins ago
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Project Change Coordinator- NexGen Rook I
Cementation Americas
La Loche, SK
- Full-time
Track approvals and follow-up actions, and flag overdue items or approaching contractual timeframes to the Project Controls Manager.
Added 10 mins ago
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IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
Supporting Senior Manager, IT Audit and other auditors in the development and execution of audit plans, operational reviews and project engagements.
Added 10 mins ago
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Waterloo, ON
- Full-time
Ensure delivery commitments are met in line with customer and project requirements.
Added 10 mins ago
DG
Industrial Construction Project Manager II (F&B Industry)
Dennis Group
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- Full-time
Project Managers are Dennis Group’s primary client contact through the entire project delivery process, from design concept through bidding, construction, and start-up. As a Project…
Added 10 mins ago
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Regional Human Resources Manager
Gateway Casinos and Entertainment Limited
Burnaby, BC
- Full-time
Functions as project manager for all HR related projects and assignments within the region.
Added 10 mins ago
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Intermediate Mechanical Engineer - Material Handling
Worley
Vancouver, BC
- Full-time
Worley is currently looking to fill an Intermediate Mechanical Engineer / Project Manager position to provide mechanical engineering and project management services within the Mechanical…
Added 10 mins ago
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Junior Data Entry Clerk
Accurate Indigenous Managers & Advisors
Winnipeg, MB
- Full-time
Position Title: Junior Data Entry Clerk Location: Winnipeg, Manitoba Employment Status: Full-Time Reports To: Office Manager Overtime Status: Overtime eligible in accordance with Manitoba…
Added 11 mins ago
Industrial Cybersecurity Senior Consultant 1
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Markham, ON
…they may own a moderate to significant portion of a larger project. The Industrial Cybersecurity Senior Consultant might manage and develop a delivery team. This will include the hiring,…
Added 26 mins ago
Senior Specialist, Subcontracts Management
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Mirabel, QC
Bachelor’s Degree in Administration, or Project Management and minimum 6 years of prior relevant experience or Graduate Degree and a minimum of 4 years of prior related experience; or…
Added 41 mins ago
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Site Superintendent Calgary
TalentSphere Staffing Solutions
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- Full-time
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Added 41 mins ago
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Montreal, QC
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The Centre for Precision Psychiatry – Quebec (CPPQ) is seeking a project manager for our large-scale longitudinal mental health research project across three clinical research sites,…
Added 41 mins ago
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- Contract
As the Delivery Manager – Personalization and Marketing, you will play a critical leadership role in ensuring the successful delivery of a broad portfolio of advanced analytics initiatives.…
Added 41 mins ago
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Project Controls Lead - NexGen Rook I
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La Loche, SK
- Full-time
The Project Controls Lead provides day-to-day leadership to the project controls team. The role coordinates cost, schedule, change, and reporting activities; supports continuity between…
Added 41 mins ago
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Senior Manager, Corporate Solutions – Human Resources, Legal Services, and Service Center Solutions Portfolios (T & I) (Telework/Hybrid)
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Your experience in project and personnel management, along with your leadership skills, will be leveraged to oversee a team of analysts, including the planning and coordination of the…
Added 41 mins ago
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External Funding Program Administrator - PART TIME
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Part time assignment : The hours will be determined by the hiring manager based on the workload. Typically workload will remain 15 hours per week approx including additional hours from time…
Added 41 mins ago
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Payroll Analyst (part time)
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Added 41 mins ago
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Oracle Exadata Cloud@Customer (ExaCC) Senior DBA Consultant
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Added 41 mins ago
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Senior Manager, Corporate Solutions – Human Resources, Legal Services, and Service Center Solutions Portfolios (T & I) (Telework/Hybrid)
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- Full-time
Your experience in project and personnel management, along with your leadership skills, will be leveraged to oversee a team of analysts, including the planning and coordination of the…
Added 56 mins ago
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Reporting to the Senior Manager, Student Service

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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