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Added 10 mins ago
BP
Asset Finance and Securitization Summer Analyst
BNP Paribas
Montreal, QC
- Internship
Assist primary or secondary credit / portfolio manager on Aviation or Project Finance focused transactions such as gas-fired merchant power plants, renewable energy assets (hydro, wind,…
Added 10 mins ago
IG
Sr Financial Analyst / Associate Finance Manager
Insight Global
Vaughan, ON
- $80,000 to $100,000 CAD / year
- Full-time
We are seeking a Senior Financial Analyst / Associate Finance Manager-level professional to support a Direct Fulfillment and customer delivery organization.
Added 10 mins ago
UO
Intermediate Analyst, Financial Planning and Reporting
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Reporting to the Senior Manager of Financial Planning and Reporting, the Intermediate Analyst, Financial Planning and Reporting acts as a resource person for financial planning by carrying…
Added 10 mins ago
UO
Intermediate Analyst, Financial Planning and Reporting
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Reporting to the Senior Manager, Financial Planning and Reporting, the Intermediate Analyst, Financial Planning and Reporting acts as a resource person for financial planning by carrying…
Added 10 mins ago
NC
Manager, Contracting and Procurement (2 positions)
NAV CANADA
Ottawa, ON
- Full-time
The Manager is a change agent and builds strategic relationships with internal and external stakeholders, acts as the chief negotiator for NAV Canada and develops innovative solutions to…
Added 10 mins ago
T
Senior Counsel
TD
Toronto, ON
- Full-time
…ambiguous matters within your areas of responsibility, advise senior business and control partners, and provide guidance to other…
Added 10 mins ago
T
Manager, Take to Market - Tangerine
Tangerine
Toronto, ON
- Full-time
With Senior Manager, sets and refines annual and quarterly marketing plans for assigned portfolio
Added 10 mins ago
LC
Senior Manager, Legal Affairs, Supply Chain
Loblaw Companies Limited
Brampton, ON
- Full-time
Senior Manager, Legal Affairs - Supply Chain, Commercial & Regulatory
Added 10 mins ago
A
Executive Director Finance
Altis
Kingston, ON
- $125,000 to $145,000 CAD / year
- Full-time
This role calls for more than technical Finance expertise. You'll be a visible, empathetic leader who can navigate change, build trust with senior stakeholders and create a strong sense of…
Added 10 mins ago
R
Senior Expeditor
Raise
Calgary, AB
- Full-time
Provide regular updates, escalation reports, and project status information to the Team Lead, Supervisor, and Manager as required.
Added 25 mins ago
M
Assistant Manager, Business Support – Canada Contact Centre, Bank & Affinity
Manulife
Halifax, NS · Waterloo, ON · Montreal, QC
- Full-time
…analytical and leadership capabilities, and gain exposure to senior leaders and partners across Operations. You will turn operational data, global analytics and customer feedback into clear…
Added 25 mins ago
Revenue Operations Manager
AfterShip
Toronto, ON
As Revenue Operations Manager you will own the operational backbone that keeps our Sales, Customer Success, and Partnerships teams forecasting accurately, moving fast, and working out of…
Added 40 mins ago
L
Senior Financial Service Representative - Office 1547
LendDirect
Brampton, ON
- Full-time
“In 2015 I joined the company as an Assistant Manager. One year later I was promoted to Store Manager where I focused on building relationships and developing others in my store to help…
Added 40 mins ago
VC
Project Manager / Senior Project Manager (Transmission)
Valard Construction
Kitimat, BC
- Full-time
Our Transmission group is currently looking to add a Project Manager / Senior Project Manager to our growing team to support large Transmission Line projects in British Columbia.
Added 40 mins ago
MH
Manager or Senior Manager, Tax (Private & International)
McGovern Hurley LLP
Toronto, ON
- Full-time
As McGovern Hurley’s next Senior Tax Associate on the Private & International Tax team, you’ll take your expertise beyond compliance into strategic advisory, supporting complex engagements…
Added 40 mins ago
BT
Senior Audit and Assurance Accountant
Baker Tilly Canada
Peterborough, ON
- Full-time
We are looking for a Senior Accountant to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 40 mins ago
VC
Project Manager / Senior Project Manager (Transmission Lines)
Valard Construction
Sudbury, ON
- Full-time
Our Transmission group is currently looking to add a Project Manager / Senior Project Manager to our growing team to support large Transmission Line projects in Ontario.
Added 40 mins ago
JH
Senior Software Development Manager
JMC HR Consulting
Markham, ON
- Full-time
JMC is partnering with SinaLite / Willowpack to recruit a Software Development Manager to lead the development of software that connects customers, production teams and business operations.
Added 55 mins ago
AF
Senior Financial Service Representative - Office 1547
Attain Finance
Brampton, ON
- Full-time
“In 2015 I joined the company as an Assistant Manager. One year later I was promoted to Store Manager where I focused on building relationships and developing others in my store to help…
Added 55 mins ago
MH
Manager or Senior Manager, Tax (Public Company)
McGovern Hurley LLP
Toronto, ON
- Full-time
As McGovern Hurley’s next Tax Manager or Senior Tax Manager, you’ll help shape our growing Public Company Tax practice by leading complex compliance engagements from start to finish and…
Added 55 mins ago
UT
U-Accelerate : Développeur(euse) de logiciels, nouveau(elle) diplômé(e) // U-Accelerate: Software Developer, New Grad
Unity Technologies
Montreal, QC · CAN-Montreal
- Full-time
Le cadre de mentorat est la partie de ce programme dont nous sommes les plus fiers, et celle que l’entreprise finance en temps de développeurs et développeuses d’expérience plutôt qu’en…
Added 55 mins ago
VB
Accounting Manager
Vaco by Highspring
Vaughan, ON
- $50 to $60 CAD / hour
- Contract
Prepare and present financial reports to senior management, highlighting key trends, risks, and opportunities.
Added 55 mins ago
AS
Senior Data Engineer
AgileGrid Solutions
Canada
- Full-time
…is required. Experience in a large enterprise, working with senior leaders, or operating in a highly regulated industry is an…
Added 1 hour ago
AE
Manager of Compliance - Privacy
American Express
Toronto, ON
- Full-time
Added 1 hour ago
JI
Strategic Partnerships & Business Development Manager
Jumbo Interactive
Calgary, AB
- Full-time
For more than 30 years, Stride has brought together the strategy, marketing, technology, customer service, finance, operations, regulatory expertise, and project management required to…

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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