Client Relationship Manager

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.