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Added 2 mins ago
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Senior Staff Software Engineer - Money Boxes
Nubank
Toronto, ON
- Full-time
…across Latin America. As Nubank expands into new geographies and financial verticals, we are looking for an exceptional Senior Staff Software Engineer to serve as the chief technical…
Added 2 mins ago
J
Senior Manager, Credit Risk
Jobber
Remote, Canada
- Full-time
- Remote
Then Jobber might be the place for you. We're looking for a Senior Manager, Credit Risk to join our Fintech department.
Added 2 mins ago
RB
Associate Director, Operational Resilience
Royal Bank of Canada
Toronto, ON
- Full-time
…resilience data and prepare comprehensive periodic reports for senior leadership and…
Added 2 mins ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…
Added 2 mins ago
RB
Associate Director – Commodity Local Market Risk
Royal Bank of Canada
Toronto, ON
- Full-time
…changes and market conditions to deliver actionable insights for senior…
Added 2 mins ago
RB
Executive Assistance
Royal Bank of Canada
Winnipeg, MB
- Full-time
2 – 4 years’ experience providing administrative support to senior leaders.
Added 2 mins ago
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Director, Enterprise Integration Services – OneRBC: CNB Integration
Royal Bank of Canada
Toronto, ON
- Full-time
Maintain regulatory compliance: Align solutions with financial services regulations and audit standards (e.g., cross-border requirements).
Added 2 mins ago
RB
Senior Relationship Manager, Real Estate, SME
Royal Bank of Canada
Blainville, QC
- Full-time
…professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market…
Added 17 mins ago
Plant Manager
PFX Group
Nisku, AB
…of Canadian Operations the successful candidate will bring senior leadership experience in a dynamic manufacturing environment and a proven ability to align teams, improve operational…
Added 17 mins ago
Senior HR Business Partner
Payments Canada
Ottawa, ON · Toronto, ON
…passionate about payments and want to help ensure that these financial transactions in Canada are carried out safely and securely, working with us is for…
Added 17 mins ago
Practice Manager (Kelowna, BC)
VetStrategy / Daubigny
Kelowna, BC
Engage in budgeting and forecasting for the practice, providing regular financial reports and performance updates to senior management.
Added 17 mins ago
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Executive Director, Strategic Partnerships
Altis
Toronto, ON
- $150,000 to $200,000 CAD / year
- Contract
…organization with a diverse portfolio of strategic partnerships across financial services, retail, and entertainment to recruit an Executive Director, Strategic Partnerships. This…
Added 17 mins ago
CL
Senior Accounting Manager
Charger Logistics Inc.
Brampton, ON
- Full-time
Support senior management with financial reporting, accounting analysis, budgeting, forecasting, and ad hoc projects
Added 17 mins ago
AR
Senior Financial/Compensation Analyst (16 month) Temp
Acrisure Re
Toronto, ON
- $70,000 to $110,000 CAD / year
- Full-time
We are seeking a Senior Financial Analyst to act as a strategic finance business partner to HR, FP&A, Accounting, Office Heads, and, where needed, the broader Group. Reporting to the VP of…
Added 17 mins ago
CL
Bilingual Accountant - (Spanish/English)
Charger Logistics Inc.
Brampton, ON
- Full-time
Participate in report preparation to be submitted to Senior Management
Added 17 mins ago
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Senior Project Manager
SPECTRAFORCE
Toronto, ON
- Contract
Title: Senior Project Manager, Corporate Card
Added 17 mins ago
DS
Payroll Manager
Delta School District 37, British Columbia
Delta, BC
- Full-time
Provide regular reports to Finance and senior management on payroll expenses, tax liabilities, and other payroll-related metrics.
Added 17 mins ago
MR
Senior Accountant - Continuing
Maple Ridge - Pitt Meadows School District No.42
Maple Ridge, BC
- Full-time
SD42 is looking for qualified applicants interested in working as a Senior Accountant at our District Education Office. Reporting to the Accounting Manager, the Senior Accountant performs…
Added 17 mins ago
TM
Senior Financial Analyst
The Mason Group - Strategic Search Partners
Burlington, ON
- $105,000 to $115,000 CAD / year
- Full-time
Our client is seeking a highly analytical and business-focused Senior Financial Analyst to join their Finance team. The Senior Financial Analyst is an integral part of the Corporate Finance…
Added 17 mins ago
C
Controller
Confidential
Markham, ON
- $140,000 to $150,000 CAD / year
- Full-time
We are looking for an experienced Plant Controller to oversee financial operations for a manufacturing environment in Markham, Ontario. This role will provide leadership across budgeting,…
Added 17 mins ago
OS
Vice President of Financial Planning Analysis
Oakbridge Search Partners
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As VP of Finance, you'll own financial management, reporting, and controls for a complex, multi-workstream initiative. You'll lead budgeting, forecasting, treasury, and audit, design…
Added 32 mins ago
CM
Senior Financial Analyst
Canadian Mental Health Association
Guelph, ON
- Full-time
We are recruiting for a SENIOR FINANCIAL ANALYST
Added 32 mins ago
OS
Economic, Market & Analysis Co-op Student
Ontario Securities Commission
Toronto, ON · CA ON Toronto
- Full-time
…capital formation, and to contribute to the stability of the financial system and the reduction of systemic risk. This mandate is performed through policy, operational, and enforcement…
Added 32 mins ago
T
Senior Manager, Procurement Portfolio Advisor
TD
Toronto, ON
- Full-time
The Senior Manager, Procurement Portfolio Advisor is a senior leadership role within Enterprise Programs, Strategy & Support (EPSS), responsible for defining, leading, and evolving…
Added 32 mins ago
Senior Implementation Consultant
nCino, Inc.
Toronto, ON
nCino is looking for a Senior Implementation Consultant to configure and extend our cloud banking platform for financial institution customers. As the nCino product subject matter experts,…

CACEIS

Client Relationship Manager

Montreal, QC, Canada

Full-time

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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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