Institutional Client Relationship Manager

Lead institutional client relationships in Montreal using fund services expertise, strong communication, and board meeting presentation skills. This full-time role is permanent.ExperTech seeks a Client Relationship Manager for its Client Relationship Management team. Reporting to the Head of Client Management, you will serve institutional clients and support service quality. Your work includes client meetings, board meetings, and new fund launches.Key Responsibilities:
Act as primary contact for institutional client portfoliosLead client and board meetingsDrive service quality across client relationshipsSupport new fund launches and service onboardingManage relationships with senior management and industry associationsRequirements:
Client relationship management experience in funds or asset servicingDirect exposure to external clientsKnowledge of fund accounting, custody, or financial reportingUnderstanding of current funds industry regulatory developmentsStrong communication, presentation, negotiation, and risk management skillsApply institutional client management, fund services knowledge, and meeting leadership to support ExperTech clients in Montreal.
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