Client Relationship Manager

CACEIS; Montreal; In loco; CAD 90.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

Collaborative culture

Flexible work arrangements

Competitive salary and benefits

Professional development opportunities

Exposure to asset management

Descrizione del lavoro

CACEIS is seeking a Client Relationship Manager in Montreal to manage a portfolio of clients, coordinate reviews, and ensure high-quality service delivery. You will monitor client needs, identify opportunities for new services, and maintain strong relationships across the group.

The role requires attending board meetings, coordinating with multiple departments, and keeping up-to-date on funds regulations. French is a plus; strong communication and organizational skills are essential.

Competenze

• Experience of attending, presenting and leading board/client meetings.
• French language ability is an advantage.
• Strong interpersonal and networking skills with a track record of dealing with clients, industry associations and senior management.
• Risk management and mitigation focus across client work.
• Working knowledge of fund accounting, transfer agency, custody, trustee or financial reporting.
• Knowledge of current regulatory developments affecting the funds industry.
• Strong communication, presentation and negotiation skills.
• Excellent organizational and time management abilities.

Mansioni

• Manage a portfolio of clients for the Branch and Company.
• Liaise with clients and organize regular review meetings/calls.
• Resolve queries and ensure timely completion.
• Identify client needs and potential services/CACEIS improvements.
• Attend client board meetings and coordinate cross-department attendance.
• Keep clients informed about CACEIS products and services.
• Update management on client issues.
• Assist clients to launch new funds or services.
• Ensure all documentation is complete for each client.
• Collaborate with colleagues to resolve outstanding issues and advise clients.

Conoscenze

Board meeting leadership

French language

Interpersonal skills

Risk management

Fund accounting

Transfer agency

Custody

Financial reporting

Regulatory knowledge

Communication skills

Negotiation skills

Organizational skills

Descrizione del lavoro

Job Type: Full time, Permanent position

Reports to: Head of Client Management

Department: Client Relationship Management

About CACEIS:

CACEIS is the asset servicing banking group of Credit Agricole dedicated to asset managers and institutional investors. Through offices across Europe, North and South America and Asia, CACES offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary, fund administration, fund distribution support, middle-office outsourcing and issuer services. CACEIS is a consolidator in the European asset servicing market and posts sustained growth in its business activities. The group holds €5.3 trillion in assets under custody and €3.4 trillion in assets under administration (figures as of 31 December 2024) By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.

To manage a portfolio of clients for CACEIS Canada Asset Servicing Ltd., and to ensure the provision of high quality, professional services to these clients:

• Act as the primary contact for an assigned portfolio of clients for the Branch and Company.
• Liaise with clients and organize & attend regular review meetings / calls.
• Resolve queries through to completion in a timely manner.
• Liaise with clients to better understand their needs and requirements, and to identify potential process improvements and / or additional services which CACEIS can provide.
• Attend client board meetings and coordinate with the various departments / teams regarding their respective attendance, resolution of matters arising from previous board meetings and anticipating possible discussions items at the board meetings.
• Keep clients updated on all CACEIS products and services.
• Keep management (including Head of Coverage) abreast of all issues arising concerning each client.
• Assist clients launch new funds and / or services.
• Ensure all necessary documentation and forms are in place for each client.
• Liaise with colleagues internally to ensure all outstanding operational issues are identified and addressed and where necessary advise the client.
• Participate in ‘ad hoc’ projects that can be local to Dublin or are larger CACEIS Group projects.
• Develop and maintain strong working relationships with colleagues in the various different departments, both locally in Dublin and throughout the CACEIS group.
• Develop and maintain excellent working relationships with a portfolio of clients.

Must have skills:

• Experience of attending, presenting and taking a lead role at board / client meetings.
• French would be an advantage.
• Interpersonal and networking skills with a proven track record of dealing with clients, industry associations and senior management
• Risk management and mitigation focus
• Comprehensive working knowledge of at least one of the following (fund accounting, transfer agency, custody, trustee and financial reporting).
• Good knowledge of current regulatory developments affecting the funds’ industry.
• Strong communication, presentation and negotiation skills
• Proven organizational and time management skills

What we offer:

• Join a respected global financial services firm with a collaborative culture.
• Opportunity to contribute across departments and grow your skill set.
• Flexible work arrangements supporting a healthy work-life balance.
• Competitive salary and benefits package
• Professional development opportunities and training
• A collaborative and supportive team environment
• Exposure to the asset management industry with opportunities for growth