Client Relationship Manager

ExperTech Recruiting; Montreal; On-site; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Flexible work arrangements

Professional development opportunities

Training and growth

Job summary

ExperTech Recruiting seeks a Client Relationship Manager in Montreal to lead a portfolio of institutional clients, manage board and client meetings, and drive service quality. You will support new fund launches and work with cross-functional teams to ensure client success.

The role emphasizes strong communication, negotiation, and regulatory awareness within asset servicing. A competitive salary and comprehensive benefits are offered in a full-time permanent position.

Qualifications

• Experience in funds or asset servicing with external clients.
• Ability to lead client and board meetings.
• Knowledge of fund accounting, transfer agency, custody, or financial reporting.
• Understanding regulatory developments in the funds industry.
• Proven track record with clients, industry bodies, and senior management.
• Strong communication, presentation, and negotiation skills.

Responsibilities

• Serve as primary contact for a portfolio of institutional clients.
• Lead client and board meetings and present at reviews.
• Drive service quality and client satisfaction.
• Support new fund launches and onboarding.
• Collaborate with cross-functional teams on client initiatives.

Skills

Client relations

Board meetings

Presentation skills

Negotiation

Tools

Fund accounting

Transfer agency

Custody systems

Job description

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.