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Added 4 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 4 mins ago
T
Senior Group Manager, Audit (ATH 1146)
TD
Toronto, ON
- Full-time
…identifying issues and opportunities and recommending action to senior…
Added 4 mins ago
AS
Senior Clinical Trial Manager
Atlas Search
Canada
- Full-time
The Senior Clinical Trial Manager serves as the clinical functional lead, responsible for site management and clinical monitoring activities across assigned studies and projects in…
Added 4 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…consulting engagements to drive efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department…
Added 4 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 4 mins ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
Lacroix Médecine Privée
Quebec, QC
- Full-time
…and master plan in line with the strategic, operational, and financial priorities of Groupe médical Lacroix. Advise senior management on investments, risks, and key technological…
Added 4 mins ago
A
Industrial Engineer
adidas
Brantford, ON
- Full-time
Perform other special projects or assignments for the Director or Senior Manager of Industrial Engineering
Added 4 mins ago
SC
Director Talent Acquisition
Sonepar Canada
Surrey, BC
- Full-time
Based in Surrey, BC and reporting to the Vice President, Human Resources, Sonepar Canada, the Director partners closely with Human Resources, business leaders, and our operating companies…
Added 5 mins ago
E
Senior Manager, Digital Strategy & Operations
Equinix
Toronto, ON
- Full-time
The Senior Manager, Strategy & Operations sits within the DIO Office of the COO (DCOO) and leads strategic projects across DIO, spanning planning, strategy, operations, and finance. This…
Added 20 mins ago
WhereTo - Senior Product Manager - Canada, Virtua
Flight Centre
Canada
WhereTo is seeking an innovative and results-driven Senior Product Manager to help shape the future of business travel. As part of a nimble, startup-minded team within Flight Centre Travel…
Added 35 mins ago
CH
Director of Food & Beverage
Crescent Hotels & Resorts
Rossland, BC
- Full-time
Lead the F&B business plan, budget, forecast, service strategy and operating priorities for both businesses, with separate financial accountability and reporting for each.
Added 35 mins ago
R
Senior Manager, Corporate Solutions – Human Resources, Legal Services, and Service Center Solutions Portfolios (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Reporting to the Senior Director, Corporate Solutions, you will be able to leverage your experience in product management, as you will be responsible for supporting our business partners in…
Added 35 mins ago
B
Director, Intraday Liquidity Risk Oversight
BMO
Toronto, ON
- Full-time
Provides intraday liquidity risk oversight, monitoring, and reporting for a designated portfolio. Develops and monitors the intraday liquidity risk management framework that includes the…
Added 35 mins ago
SR
Director of Finance
Serpent River First Nation
Cutler, ON
- Full-time
As a member of the Senior Management Team, the Director of Finance works collaboratively with the Director of Operations, Program Directors, Chief and Council, Council Committees, staff,…
Added 35 mins ago
C
Senior Manager, Corporate Solutions – Human Resources, Legal Services, and Service Center Solutions Portfolios (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Ottawa, ON · Montreal, QC
- Full-time
Reporting to the Senior Director, Corporate Solutions, you will be able to leverage your experience in product management, as you will be responsible for supporting our business partners in…
Added 35 mins ago
T
Manager, Compliance Monitoring & Testing (5672)
TD
Toronto, ON
- Full-time
Manager, Compliance Monitoring & Testing is a newly created role on the Core Compliance team to manage the implementation of Monitoring and Testing program, a key program supporting TD's…
Added 35 mins ago
T
Data Associate - Data Requirements & Quality
TD
Toronto, ON · Montreal, QC
- Full-time
Maintain foundational knowledge of upstream data, including knowledge provided through data profiling, data quality reporting, and via the production of metadata
Added 1 hour ago
TG
Cash Management Officer - Tax Intern
TMX Group
Toronto, ON
- $22 to $25 CAD / hour
- Full-time
We are seeking a detail-oriented Cash Management Officer - Tax Intern to support our tax reporting season within the Cash Management and Transtar operations. In this role, you will play a…
Added 1 hour ago
CO
Supervisor, Roads
City of Markham
Markham, ON
- $109,744 to $143,867 CAD / year
- Full-time
Reporting to the Sr. Manager, Roads & Survey, you will be responsible for the coordination, supervision and administration of roads maintenance functions within an assigned geographic area…
Added 1 hour ago
BR
Senior Manager, Accounting
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- Full-time
Reporting directly to the Director, Accounting, the Senior Manager, Accounting will provide hands-on leadership to accounting teams and act as a critical bridge between strategy and…
Added 1 hour ago
Senior Manager, Data Product Management
Scotiabank
Toronto, ON
The Senior Manager, Data Product Management, is a key role within the Global Wealth Management (GWM) Data Centre of Excellence (Data CoE). Reporting to the Director, Data Product…
Added 1 hour ago
Senior Relationship Manager
Scotiabank
Hamilton, ON
The Senior Relationship Manager, Commercial is an automotive industry specialist in Dealer Finance who focuses on the development of new business opportunities and the cross-sell, up-sell,…
Added 1 hour ago
A
Senior Channel Sales Manager- Banks
ADP
Mississauga, ON
- $156,310 to $206,310 CAD / year
- Full-time
…companies of all sizes focus less on work and more on success. As a Senior Channels Sales Manager at ADP, you'll enjoy competitive compensation, comprehensive benefits, and a supportive…
Added 1 hour ago
CC
Senior Accountant, Real Estate
Connor, Clark & Lunn Financial Group (CC&L)
Toronto, ON
- Part-time
We are looking for a Senior Accountant, Real Estate to join Connor, Clark & Lunn Financial Group’s Toronto-based real estate accounting team, working exclusively for our affiliate,…
Added 1 hour ago
MC
Manager, Business Banking Credit
Meridian Credit Union
Guelph, ON
- $79,100 to $110,000 CAD / year
- Full-time
Reporting to the Director, Sales & Service, the Manager, BBC Business Banking Credit role interfaces closely with Business Banking Centre (“BBC”) management and Business Credit Department…

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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