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About the Role
As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding day-to-day service. This is an excellent opportunity for a detail-oriented, client-focused professional who thrives in a dynamic, independent work environment and enjoys being at the center of operational excellence in a growing wealth management firm.
Responsibilities
- Build strong client relationships and provide responsive, courteous support via phone, email, text, and client portals.
- Manage account documentation, onboarding tasks, and related data gathering for multiple U.S. and Canadian custodians.
- Handle cashiering and transactional requests including transfers, wires, EFTs, and checks.
- Answer inquiries from clients and internal team members in a timely and professional manner.
- Train clients on how to use portals, systems, and other digital tools.
- Maintain and adhere to client-related compliance policies and procedures that support investment strategies.
- Coordinate the collection of tax-related documents to support client filings.
- Serve as the primary liaison with custodians to resolve account and transactional issues.
- Identify and propose process improvements to enhance efficiency with custodial partners.
- Participate in strategic projects and committees that support firm-wide initiatives and operational growth.
Requirements
- Bachelors degree.
- Acute attention to detail and strong organizational/time management skills.
- Excellent written and verbal communication skills.
- Relationship-building skills and comfort partnering with clients, custodians, and internal teams.
- A solutions-oriented mindset and the ability to work independently.
- Proficiency with Salesforce, Microsoft Word and Excel; familiarity with NetRep, Dataphile, and NetX360 is advantageous.
- Completion of the Canadian Securities Course (CSC) is considered an asset.
- An interest or background in athletics—especially hockey (preferred).
- A collaborative and humble approach that aligns with our culture of integrity and diligence.
Skills
- Salesforce
- Microsoft Word
- Microsoft Excel
- NetRep
- Dataphile
- NetX360
- Canadian Securities Course (CSC)
Location
- Toronto, Ontario, Canada
Work Type
- Exempt position
Education Level
- Bachelors degree
Salary/Compensations
- $70,000-$80,000
Benefits
- Medical
- Dental
- Vision
- Life insurance
- 401(k)
About the Company
- Cardinal Point Capital Management ULC is a Canadian-U.S. wealth management company created to service the sophisticated needs of high-net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests, and values are all interconnected. We are dedicated to providing investment management, financial, estate, and tax planning solutions to residents of Canada and the U.S., Canadians moving to the U.S., Americans moving to Canada, and Canadian and U.S. expats living abroad. Cardinal Point is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services.
- Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Equal Opportunity
- Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
- Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com