Asset Servicing Client Manager
ExperTech Recruiting
Use asset servicing knowledge to manage external client relationships in Montreal. ExperTech offers a full-time, permanent Client Relationship Manager position.As part of ExperTech’s Client Relationship Management team, you will report to the Head of Client Management. The position focuses on service quality, institutional client needs, and client-facing leadership. You will also contribute to new fund launches and onboarding activities.Key Responsibilities:
Manage a portfolio of institutional client relationshipsPresent and lead discussions at board meetingsMaintain service quality for external clientsSupport new fund launches and onboardingIdentify process improvements or additional client servicesRequirements:
Funds or asset servicing client relationship experienceExperience attending and presenting at client meetingsWorking knowledge of transfer agency, custody, or trustee servicesKnowledge of regulatory developments affecting fundsProject management and organizational skillsBring asset servicing experience, client presentation ability, and organizational skills to ExperTech’s Montreal relationship management team.
#J-18808-Ljbffr
Manage a portfolio of institutional client relationshipsPresent and lead discussions at board meetingsMaintain service quality for external clientsSupport new fund launches and onboardingIdentify process improvements or additional client servicesRequirements:
Funds or asset servicing client relationship experienceExperience attending and presenting at client meetingsWorking knowledge of transfer agency, custody, or trustee servicesKnowledge of regulatory developments affecting fundsProject management and organizational skillsBring asset servicing experience, client presentation ability, and organizational skills to ExperTech’s Montreal relationship management team.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Asset Servicing Client Manager in Winnipeg, MB vacancy
$80.5k - $129.1k per year
...empowered to make decisions. You control your future. : The Manager of Capital Assets will be responsible for driving standardized processes... ...confidential correspondence Passion to provide excellent customer service Other Requirements (i.e., physical requirements, travel,...Asset- ...Transdev Canada is hiring a Fixed Assets Manager for our Brampton, Ontario location Transdev Canada Rail is actively seeking a Fixed Assets... ..., ensure timely exchange of information and ensure service level requirements are maintained Participate and support in...AssetContract workWork at office
$50.64k - $101.28k per year
...Responsibility: ROLE AND RESPONSIBILITIES The Client Manager is responsible for developing and... ...offer business solutions and personalized service programs. He knows how to identify and qualify... ...multifunctional device industry and/or document management (an asset) #LI-KW1 #ONSITEAsset$43.3k - $56.7k per year
...role. Job Description: TD Private Wealth Management takes a sophisticated and holistic... ...highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers... ...wealth management and/or operations is an asset ~ Knowledge of investment products is...AssetFull timeWork from home- ...dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and... ...As an Analyst in the Client Onboarding & Service team, your primary focus will involve supporting... ...of account maintenance and cash management solution requests, providing relevant recommendations...SuggestedFull timeBank staffRemote work2 days per week
- ...dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and... ...Center and use your knowledge of financial services products to help clients with their day-... ...Client engagement - Help clients manage their accounts and products. Focus on the...Hourly payBank staffFlexible hoursAfternoon shift
$21.13 per hour
...Financial institution Hospitality industry Retail banking Financial services industry Tasks Answer inquiries and provide information to customers Receive payments Answer clients' inquiries and provide information Answer electronic enquiries Type of...Permanent employmentFull timeDay shiftAltis
Winnipeg, MB21 days ago$17.2 - $21.5 per hour
...looking for a full-time Customer Service Representative to join our... ...team includes: Respond to client inquiries in a professional and... ...family owned and operated property management company, partnered with... ...continuously innovate our approach to asset management. We consider...AssetHourly payFull timeWork at officeShift work- ...excellence and committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor experience... ...both verbal and written communication would be an asset A valid driver's license and reliable access to a...AssetWork at office
$16.4 per hour
...: $16.40/hr The CSR is generally a client’s first point of contact when contacting... ...individual requests about the MSAP and related services from the public, in-person, by email,... ...contacts using the Customer Relationship Management (CRM) system for all client contacts....Hourly payContract workTemporary workWork at office- ...Position Summary...The Asset Protection Associate plays a key role in creating and maintaining... ...information to the Market Loss Prevention Manager in accordance with Company guidelines.... ...customers receive consistent, high-quality service. POTENTIAL CHALLENGES IN THIS ROLE...AssetHourly payPermanent employmentPart timeShift workNight shiftAfternoon shift
- ...centered clinical and preventive health services across Manitoba. The organization also delivers... ...of progressive supervisory to mid-level management experience required, preferably in a... ...MLT), Echocardiography, Sonography) is an asset. Post-secondary degree in a relevant management...AssetWork at officeImmediate startShift work
- ...Our client is a well-established Winnipeg-based Managed Service Provider with nearly 30 years in business, acting as the outsourced IT department for organizations... ...managing technical or service-delivery teams is an asset. • MSP, IT services, help desk, or professional services...AssetShift workWeekend work
- ...centered clinical and preventive health services across Manitoba. The organization also delivers... ..., Health Services or designate, the Manager, Health Services oversees and manages inter... ...direct care to patients/residents/clients. This position is responsible to lead and...Long term contractWork at officeShift work
$32 per hour
...Recruit staff Set staff work schedules Determine type of services to be offered and implement operational procedures Organize and... ...deadlines Attention to detail Personal suitability Client focus Dependability Flexibility Organized Reliability...Permanent employmentFull timeRemote work- ...We're looking for an experienced Account Director / Client Services & Delivery Lead who thrives in a fast-moving agency environment.... ...highest standards. This role combines client leadership, delivery management, operational excellence, and commercial growth. Requirements...
$74k - $138k per year
...largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all Canadians.... ...What will your typical day look like? As a Manager in the Accounting Services Group, you will:...Permanent employmentFlexible hours- Job Details Overview Languages English Education Secondary (high) school graduation certificate Experience 7 months to less than 1 year On site Work must be completed at the physical location. There is no option to work remotely. Responsibilities...Remote work
$50 per hour
...work remotely. Responsibilities Tasks Manage the operations of a department providing several administrative services Assist in preparing annual budgets Plan,... ...staff Plan, administer and control budgets for client projects, contracts, equipment and supplies...Permanent employmentFull timeRemote work$33.31 per hour
...control daily operations Evaluate daily operations Plan and organize daily operations Plan and control budget and inventory Manage contracts for advertising or marketing strategies Hire, train and supervise staff Address customers' complaints or concerns...Permanent employmentFull timeRemote work- ...At Flynn, it's not just a job, it's a career Glazing Service Account Manager Business Development, Service Division Flynn Group of Companies... ...presence and assist on local relationships with national clients - Communication with existing customers and explain Flynn...Contract workFor contractorsLocal area
- ...risks, a commitment to justice, and the drive to protect people and property? Join one of Canada’s most prominent and most respected Asset Protection teams and make a direct impact in safeguarding our business, our employees, and our customers. This isn’t just another job...AssetHourly payPermanent employmentTemporary workInternshipWork at officeFlexible hours
- ...approach. We are looking for a leader to manage our front-of-house operations and act as the... ...loyal customers. The Role As the Service Writer/Manager, you are the face of Seven... ...of automotive drivetrains is a significant asset. Must have experience utilizing...AssetFull timeLocal areaMonday to friday
Seven Oaks Transmissions
Winnipeg, MB2 days ago - ...McPhillips St, Winnipeg, MB is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming atmosphere, providing exceptional service, and delighting customers every step of the way? If so, enjoy an exciting role...AssetHourly payPermanent employmentTemporary workInternship
- ...Job Details Job Title Assistant manager - Food services Job details Location: 500 Portage Ave Winnipeg, MB R3C 3X1 Salary: $31.50 hourly / 35 hours per week Terms of employment: Permanent employment, Full time Starts: As soon as possible Vacancies: 1...Hourly payPermanent employmentFull timeImmediate start
- ...Ambassador inside our branches, you will put clients first and find solutions to their... ...motivation to deliver exceptional customer service and are excited to help clients embrace our... ...great career with us as a future Account Manager/Banking Advisor. What will you do...Flexible hours
$60k - $64.8k per year
...America's leading security and facility services provider with approximately 300,000 service... ...Universal today! Security Service Manager Employment Type: Full-Time Location... ...service standards, regulatory compliance, client satisfaction, and the effective management...Full timeWork at officeRemote workFlexible hours- ...Service Sales Manager – HVAC & Building Controls Location: Winnipeg, MB Job Type: Full-Time | Permanent Compensation: Competitive salary... ...HVAC or controls experience who enjoys building long-term client relationships. Responsibilities Develop new commercial...Long term contractPermanent employmentFull timeFor contractorsFlexible hours
$45k - $54k per year
...providing best-in-class software, services, and expertise that enables... ...across almost 1,000 clients. iQmetrix is a privately held... ...We Do it: We are on a self-management journey. As we work to move away... ...Knowledge of iQmetrix products is an asset (training provided) Experience...AssetPermanent employmentFull timeContract workTemporary workWork at officeRemote workMonday to fridayFlexible hoursAfternoon shift$18 - $22 per hour
...informational materials to increase awareness of services available Act as spokesperson for an organization Advise clients on advertising or sales promotion strategies... ...risks and benefits to clients Maintain and manage digital database Answer clients' inquiries and...Permanent employmentFull timePart timeWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset Servicing Client Manager. Be the first to apply!
Related searches
- market asset protection manager Winnipeg, MB
- IT asset manager Winnipeg, MB
- asset management consultant Winnipeg, MB
- asset manager Winnipeg, MB
- digital asset manager Winnipeg, MB
- client services manager Winnipeg, MB
- community engagement manager Winnipeg, MB
- engagement manager Winnipeg, MB
- client service coordinator Winnipeg, MB
- client relationship manager Winnipeg, MB