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Added 14 mins ago
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Talent Management Consultant
Accenture
Calgary, AB
- Full-time
…crush their strategic, financial, and operational goals. As a Manager, you’re a natural at building and bringing out the best in teams. And you’re a problem’s worst nightmare, thanks to…
Added 14 mins ago
T
Senior Information Security Analyst - Detection Engineering
TD
Toronto, ON
- Full-time
We are seeking a Senior Information Security Analyst to support enterprise cybersecurity monitoring, detection engineering, and security operations improvement. This role will help develop…
Added 14 mins ago
T
AVP Business Operations - BWI Technology
TD
Toronto, ON
- Full-time
Workforce & Real Estate Management: Liaise with Technology Real Estate Senior Manager to create a sustainable location strategy.
Added 14 mins ago
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Senior Administrative Assistant - Regina
Legal Aid Saskatchewan
Bratt's Lake No. 129, SK
- $28.52 to $34.56 CAD / hour
Under the supervision of the Administrative Manager or the Legal Director, the Senior Administrative Assistant will assist in the oversight and delivery of administrative services for the…
Added 14 mins ago
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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 14 mins ago
ON
Legal Coordinator – OLRB Health Care Restructuring/PSLRTA Lead – Litigation Team
Ontario Nurses' Association
London, ON · Ottawa, ON · Port Hope, ON · Toronto, ON · Nepean, ON
- Full-time
…vision, and strategic outcomes, this position provides litigation services, mentorship, advice, and support to meet the service delivery needs of ONA and its membership. The incumbent will…
Added 29 mins ago
Project Manager
Zulu Alpha Kilo
Toronto, ON
…that never gets noticed, has zero impact and is a waste of client budgets. We are here to change all that. When you truly embrace creativity as a competitive advantage, you will see it…
Added 29 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
A senior engineer accustomed to the demands of a managed services environment, able to reprioritize effectively as client needs change
Added 29 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
A senior engineer accustomed to the demands of a managed services environment, able to reprioritize effectively as client needs change
Added 29 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
A senior engineer accustomed to the demands of a managed services environment, able to reprioritize effectively as client needs change
Added 29 mins ago
Manager, Identity Lifecycle Management
Scotiabank
Toronto, ON
Reporting to the Senior Manager, the Manager will lead a team of Security Analysts who perform access provisioning, audit reporting, and risk remediation related to Identity Management…
Added 29 mins ago
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Senior Data Lake Consultant (Cloudera)
Resonaite
Sault Ste. Marie, ON
- Contract
Our client is seeking a contract based Senior Cloudera Data Lake Platform Consultant to provide hands-on administration, operational support, and technical leadership for an enterprise…
Added 29 mins ago
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Client Segment Strategy & Execution
Procom
Toronto, ON
- $60 to $64 CAD / hour
- Contract
We are seeking a strategic, results-driven Senior Manager to lead growth, engagement, and client experience strategies across two priority client segments, including the Canadian Defence…
Added 29 mins ago
CL
Business Development Manager- Warehousing & Logistics
Charger Logistics Inc.
Brampton, ON
- Full-time
We are looking for a driven and results-oriented Business Development Manager- Warehousing to join our expanding team. In this role, you will be responsible for growing our contract…
Added 29 mins ago
TG
Senior Project Manager, Waterproofing
Triumph Group of Companies
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $140,000 CAD / year
- Full-time
The Senior Project Manager, Waterproofing runs our most complex waterproofing projects from handover through close out and sets the standard the rest of the project management group works…
Added 44 mins ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice and low fees. Our…
Added 44 mins ago
RB
Senior Relationship Manager, Real Estate, SME
Royal Bank of Canada
Blainville, QC
- Full-time
…deliver solutions specific for individual needs. This is a senior role in which your highly developed experience with financial analysis, credit, and client acquisition takes centre stage.…
Added 59 mins ago
Human Resources - HR Business Partner
Westerkirk
Toronto, ON
The HRBP has end-to-end ownership of HR matters within assigned client groups, from intake and assessment through advice, approvals, execution, documentation, communication, reporting,…
Added 59 mins ago
FO
Manager, Programs Outreach - Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Senior Manager, Client and Funding Services (CFS) – Adaptation, the Manager, CFS - Adaptation provides leadership in the development and implementation of Outreach…
Added 59 mins ago
VH
Intake Social Worker - Temporary Full Time
VHA Home HealthCare
Toronto, ON
- Full-time
Supports Client Satisfaction Surveys as directed by the manager.
Added 1 hour ago
UO
Lead Project Manager, Project Management
University of Ottawa
Ottawa, ON
- Full-time
The Lead Project Manager, Project Management is responsible and accountable for the successful delivery of assigned projects within budget, on schedule, and in accordance with the approved…
Added 1 hour ago
UO
Lead Project Manager, Project Management
University of Ottawa
Ottawa, ON
- Full-time
The Lead Project Manager, Project Management is responsible and accountable for the successful delivery of assigned projects within budget, on schedule, and in accordance with the approved…
Added 1 hour 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 1 hour ago
PC
Capital Market Transactions - Manager
PwC Canada
Calgary, AB
- Full-time
…transactions and other transformational events. You’ll tackle client’s needs with a solution-oriented approach that creatively addresses complex financial reporting problems for high…
Added 1 hour ago
CL
Business Development Manager- Warehousing & Logistics
Charger Logistics Inc.
Brampton, ON
- Full-time
We are looking for a driven and results-oriented Business Development Manager- Warehousing to join our expanding team. In this role, you will be responsible for growing our contract…

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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