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