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Added 1 min ago
T
Customer Experience Associate
TD
Medicine Hat, AB
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 min ago
T
Personal Banking Associate Trainee
TD
Camrose, AB
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 min ago
TS
Registered Nurse-Agape Hospice
The Salvation Army Canada and Bermuda Territory
Calgary, AB
- Part-time
Coordinate and participate in client care conferences, admissions, discharges, and interdisciplinary team meetings, contributing clinical insights and advocating for client needs.
Added 16 mins ago
R
ServiceNow ITOM Specialist
Raise
Saskatoon, SK
- Full-time
Raise is currently hiring an ServiceNow ITOM Specialist on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an…
Added 16 mins ago
CG
Assistant Manager, Food Services, ETS
Compass Group Canada
Algoma Unorganized North Part, ON
- Full-time
Support the team during peak periods to optimize customer service.
Added 16 mins ago
HR
Senior Contracts Specialist
Hughes Recruitment & Strategy Collective
SK · Saskatchewan, Canada
- Full-time
Hughes Collective is pleased to present an exciting opportunity on behalf of our client.
Added 16 mins ago
YA
Bilingual French Inbound Customer Engagement Specialist- Hybrid
Yoh, A Day & Zimmermann Company
Vancouver, BC
- Contract
This team responds to inbound inquiries via chat, phone and email by ascertaining the nature of the inquiry (prospective customer, service or general inquiry); obtaining lead qualification…
Added 16 mins ago
DG
Health, Safety and Environment (HSE Advisor)
Dexterra Group
Vancouver, BC
- Full-time
Join our Facilities Management Division on our Custodial and Maintenance team, where our people are driven by a desire to innovate, do social good, and move services forward in a safe…
Added 16 mins ago
A
Senior Systems Engineer
Aviso
Vancouver, BC
- $100,000 to $120,000 CAD / year
- Full-time
We're looking to fill an opening for a Senior Systems Engineer to join our Technology Ops & Support Partners team.
Added 16 mins ago
GF
Office Manager
Greenstone Financial Services Canada
Toronto, ON · North York, ON
- $50,000 to $60,000 CAD / year
- Full-time
We are looking for a highly organized, proactive, and service-oriented Office Manager to take ownership of the day-to-day operations, facilities, and overall experience of our Greenstone…
Added 16 mins ago
MH
Assistant Store Manager | Orchard Park
Michael Hill
Kelowna, BC
- Full-time
Join Michael Hill Orchard Park as an Assistant Store Manager and bring your passion for sales, customer service, and team leadership to a supportive retail environment. Help drive results,…
Added 16 mins ago
R&
Commercial Banking Manager - North York
Robertson & Company Ltd.
Toronto, ON · North York, ON
- Full-time
Partner with your team to achieve ambitious targets across new client acquisition, portfolio growth, advisory services, customer retention, and overall business performance.
Added 16 mins ago
GD
Associate Director - Field Operations
Globalfaces Direct
Toronto, ON · North York, ON
- Full-time
Team: Directly manages Field Operations Manager; oversees 2 Field Coordinators
Added 16 mins ago
T
Commercial Mortgage Funding Officer
Timbercreek
Toronto, ON
- Full-time
Timbercreek is an active investor, owner and manager of global real estate assets. Founded in 1999, Timbercreek currently manages $10 billion in total assets, including syndicated debt…
Added 16 mins ago
CL
Account Manager, National Accounts - Hybrid - Markham, Ontario, Canada
ClaimsPro LP
Markham, ON
- Full-time
We have an existing opportunity to add a full-time Account Manager to our team!
Added 16 mins ago
SS
Account Manager, National Accounts - Hybrid - Markham, Ontario, Canada
SCM Services d’assurances
Markham, ON
- Full-time
We have an existing opportunity to add a full-time Account Manager to our team!
Added 16 mins ago
Income Officer - Automotive Finance - 18 months contract - Anjou, Quebec or Hamilton, Ontario
Scotiabank
QC · Anjou, QC
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Added 16 mins ago
Income Officer - Automotive Finance - 18 months contract - Anjou, Quebec
Scotiabank
QC · Anjou, QC
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Added 16 mins ago
Branch Manager - Long Pond, Newfoundland
Scotiabank
Conception Bay South, NL
Experience as a people manager and the ability to engage your team
Added 16 mins ago
AW
Senior Systems Engineer
Aviso Wealth
Remote, Canada
- $100,000 to $120,000 CAD / year
- Full-time
- Remote
We’re looking to fill an opening for a Senior Systems Engineer to join our Technology Ops & Support Partners team.
Added 16 mins ago
SD
Senior Project Manager
Symbiotic Digital
ON · Downtown Toronto (Central Bay Street), Ontario
- Contract
We are seeking an experienced Senior Project Manager /
Added 16 mins ago
Business Development Manager, Road
DSV
Vancouver, BC
Exercises proactive solution development by creating and maintaining a client lifecycle program for his/her top clients.• Builds a solid understanding of target customers/assigned account…
Added 17 mins ago
M
Manager, External Financial Advisory
MNP
Calgary, AB
- Full-time
Operational excellence: continuously improve internal processes within the EFA team, ensuring optimal resource allocation, workflow efficiency, and client satisfaction. Collaborate with…
Added 32 mins ago
HS
Nurse - Temporary Casual 6 months
Hopewell Support Services
Ariss, ON
- Part-time
Under the guidance of the Clinical Nurse Supervisor, the nurse works within a clinical multidisciplinary team that follows a person-centered model of care for individuals with complex…
Added 32 mins ago
HS
Nurse - Temporary Part Time
Hopewell Support Services
Ariss, ON
- Part-time
Under the guidance of the Clinical Nurse Supervisor, the nurse works within a clinical multidisciplinary team that follows a person-centered model of care for individuals with complex…

ExperTech Recruiting

Client Relationship Manager

Greater Montreal Metropolitan Area, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 2, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

Client Relationship Manager – Montreal (Full-Time, Permanent)

A leading global asset servicing organization is looking to hire a Client Relationship Manager to join their Client Relationship Management team in Montreal. Reporting to the Head of Client Management, you will act as the primary point of contact for a portfolio of institutional clients, leading client and board meetings, driving service quality, and supporting new fund launches. This is a full-time, permanent position with a competitive salary and benefits package.

About the Company

A global leader in asset servicing, part of a major international banking group
Serves asset managers and institutional investors through offices across Europe, the Americas and Asia
Broad range of services including custody, depositary, fund administration, transfer agency and middle-office outsourcing
Collaborative, supportive team culture with exposure to the asset management industry
Flexible work arrangements supporting a healthy work-life balance
Professional development, training and opportunities for growth

What We Are Looking For

Client relationship management experience in the funds or asset servicing industry, with direct exposure to external clients
Experience attending, presenting and taking a lead role at client and board meetings
Comprehensive working knowledge of at least one of the following: fund accounting, transfer agency, custody, trustee or financial reporting
Good knowledge of current regulatory developments affecting the funds industry
Proven track record dealing with clients, industry associations and senior management
Strong communication, presentation and negotiation skills
Risk management and mitigation focus
Project management, organizational and time management skills

You'll Stand Out If You Have

Bilingualism in French and English
Experience supporting clients with new fund launches or service onboarding
Experience identifying process improvements or additional services for clients
Exposure to institutional clients such as asset managers, pension funds or insurers
Experience participating in local or global cross-functional projects

About ExperTech

Connecting talent with employers of choice for over 30 years, ExperTech is a leading staffing and recruiting firm. Our goal is to understand both our clients' and our candidates' needs to find the perfect match. Our clients include national and international companies in a broad range of industries.

ExperTech would like to thank all applicants for their interest in this opportunity, but only shortlisted candidates will be contacted. Please visit our website to see our other available positions: https://expertech.ca/ and follow us on LinkedIn: https://ca.linkedin.com/company/expertech-recruiting

At ExperTech, all candidates are welcome regardless of race, nationality, color, religion, gender, gender identity or expression, sexual orientation, disability, or age.

Apply About employer

More about this job

Responsibilities

Manage a portfolio of institutional clients as their primary contact, leading client and board meetings and driving service quality. Support new fund launches and work with internal teams to deliver client services and identify opportunities for improvement.

Requirements

Candidates should have client relationship management experience in funds or asset servicing, direct external-client exposure, and working knowledge of at least one relevant service area. They should also bring regulatory awareness, strong communication and negotiation skills, and experience in risk mitigation and project organization.

Skills

Client Meeting Leadership
Board Meeting Presentations
Fund Accounting
Transfer Agency
Custody
Trustee Services
Financial Reporting
Regulatory Knowledge
Risk Management
Project Management
Communication
Presentation
Negotiation
Process Improvement
Fund Launch Support

Benefits

Benefits Package
Flexible Work Arrangements
Professional Development
Training
Growth Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Asset Servicing
Institutional Clients
Fund Accounting
Transfer Agency
Custody
Trustee Services
Financial Reporting
Fund Administration
Depositary Services
Middle-Office Outsourcing
Regulatory Developments
Risk Management
Risk Mitigation
Project Management
Client Meetings
Board Meetings
Fund Launches
Service Onboarding
Process Improvement
Cross-Functional Projects
Asset Managers
Pension Funds
Insurers
French-English Bilingualism

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