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Added 4 mins ago
DV
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UO
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WH
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ExperTech Recruiting

Client Relationship Manager

Greater Montreal Metropolitan Area, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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