Client Relationship Specialist

LE0123 Focus Partners Wealth LLC; Toronto; On-site; CAD 70,000 - 80,000; Full time

Benefits offered by this job

Annual cash bonus

Benefits package including medical,,d●

Job summary

Cardinal Point Capital Management ULC in Toronto, Canada, seeks a Client Relationship Specialist to support clients, custodians, and partners through onboarding, account administration, and daily servicing. The role emphasizes accuracy, responsiveness, and professional client interaction in a growing wealth management firm.

The position focuses on handling onboarding tasks, data gathering, and document coordination for US and Canadian clients, with strong collaboration across teams and

Qualifications

• Bachelor's degree required.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication.
• Relationship-building with clients, custodians, and internal teams.
• Independent, solutions-focused mindset.
• Proficiency with Salesforce and MS Office; knowledge of NetRep, Dataphile, NetX360 preferred.
• Canadian Securities Course (CSC) is an asset.
• Interest in athletics, hockey preferred.
• Collaborative, humble approach aligned with integrity and diligence.

Responsibilities

• Build strong client relationships and provide responsive support via phone, email, text, and portals.
• Manage onboarding tasks and data gathering for US and Canadian custodians.
• Handle cashiering and transfers, wires, EFTs, and checks.
• Answer inquiries from clients and internal teams promptly.
• Train clients on portals, systems, and digital tools.
• Maintain client-facing compliance policies and procedures.
• Coordinate collection of tax-related documents for client filings.
• Serve as liaison with custodians to resolve issues.
• Identify and propose process improvements with custodial partners.
• Participate in strategic projects and firm-wide initiatives.

Skills

Attention to detail

Organizational/time management

Written and verbal communication

Relationship-building

Independent / solutions-oriented

Salesforce

Microsoft Word and Excel

NetRep/Dataphile/NetX360

Hockey interest

Collaborative mindset

Education

Bachelor's degree

Canadian Securities Course (CSC)

Tools

Salesforce

Microsoft Word/Excel

NetRep/Dataphile/NetX360

Job description

Job Description Summary

At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding day-to-day service. This is an excellent opportunity for a detail-oriented, client-focused professional who thrives in a dynamic, independent work environment and enjoys being at the center of operational excellence in a growing wealth management firm.

This role is located in Toronto, Ontario, Canada.

Job Description

Primary Responsibilities

• Build strong client relationships and provide responsive, courteous support via phone, email, text, and client portals.
• Manage account documentation, onboarding tasks, and related data gathering for multiple U.S. and Canadian custodians.
• Handle cashiering and transactional requests including transfers, wires, EFTs, and checks.
• Answer inquiries from clients and internal team members in a timely and professional manner.
• Train clients on how to use portals, systems, and other digital tools.
• Maintain and adhere to client-related compliance policies and procedures that support investment strategies.
• Coordinate the collection of tax-related documents to support client filings.
• Serve as the primary liaison with custodians to resolve account and transactional issues.
• Identify and propose process improvements to enhance efficiency with custodial partners.
• Participate in strategic projects and committees that support firm-wide initiatives and operational growth.

Qualifications

• Bachelors degree.
• Acute attention to detail and strong organizational/time management skills.
• Excellent written and verbal communication skills.
• Relationship-building skills and comfort partnering with clients, custodians, and internal teams.
• A solutions-oriented mindset and the ability to work independently.
• Proficiency with Salesforce, Microsoft Word and Excel; familiarity with NetRep, Dataphile, and NetX360 is advantageous.
• Completion of the Canadian Securities Course (CSC) is considered an asset.
• An interest or background in athletics—especially hockey (preferred).
• A collaborative and humble approach that aligns with our culture of integrity and diligence.

This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000-$80,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Cardinal Point, Focus Partners Canada is a Canadian-U.S. wealth management company created to service the sophisticated needs of high-net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests, and values are all interconnected. We are dedicated to providing investment management, financial, estate, and tax planning solutions to residents of Canada and the U.S., Canadians moving to the U.S., Americans moving to Canada, and Canadian and U.S. expats living abroad. Cardinal Point is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. For more about Cardinal Point, visit: https://protect.checkpoint.com/v2/r01/ https:/cardinalpointwealth.com/.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjI3NWU5OTlmY2IwZGUxM2YwMWUzZDc0ZTU1NzNjOTc2Ojc6OWYxNjoxYTMyMjZiM2ExOWUyYWQ0OTNkNzY5ZGFmOGUyZjBkYWE4ODYwNDI5ZjI5ZDI5NDJkNTExZTFhZGQ0M2YwMzcyOmg6VDpG or follow the company on https://protect.checkpoint.com/v2/r01/ https:/www.linkedin.com/company/cardinal-point-wealth-management/posts/?feedView=all.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjI3NWU5OTlmY2IwZGUxM2YwMWUzZDc0ZTU1NzNjOTc2Ojc6NzYzNzo0NDg3MzU3NGE3MDE4OGQ5MGIzMTM0NDQyNDVhMjViMDA5MTkwYmQxZjhiNTliNWIyZTA5NTZhMWE1ZmMyOTBhOmg6VDpG.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit https://urldefense.com/v3/ https:/protect.checkpoint.com/v2/ https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&originalUrl=http3A2F2Fwww.focusfinancialpartners.com.mcas.ms/certificate-checker?login=false&originalUrl=http3A2F2Fwww.focusfinancialpartners.com.mcas.ms... or follow the company on https://protect.checkpoint.com/v2/ https:/www.linkedin.com/company/focus-financial-partners ...

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

_ The following language is for US based roles only _

For California Applicants

Information on your California privacy rights can be found here https://protect.checkpoint.com/v2/r01/ https:/focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249 ...

For Indiana Applicants

It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.