Client Relationship Manager - Wealth Management - Up to $70K - On-site

Services de Gestion Quantum Ltée; Montreal; Hybrid; CAD 59,000 - 70,000; Full time

Job summary

Join a leading cross-border wealth advisory firm in downtown Montreal as a Client Relationship Manager. This role focuses on delivering exceptional client service to high-net-worth individuals across Canada and the U.S. Enjoy a hybrid work model, competitive salary up to $70K, and excellent benefits in a growth-oriented environment.

Benefits

Full health coverage

Dental coverage

Family coverage

Professional development

Qualifications

• 2+ years of experience in wealth management or financial services.
• Familiarity with KYC processes and cross-border financial operations is a strong asset.

Responsibilities

• Act as a key point of contact for client inquiries.
• Manage account documentation for Canadian and U.S. clients.
• Support new client onboarding and annual investment reviews.

Skills

Attention to Detail

Communication

Organizational Skills

Client-First Mindset

Education

Bachelor's degree in Business

Bachelor's degree in Finance

Job description

Position : Client Relationship Manager - Wealth ManagementLocation : Downtown Montreal (Hybrid)Salary : Up to $70K + Exceptional BenefitsAre you passionate about client relationships and looking to build a meaningful career in wealth management? We're hiring a Client Relationship Manager to join a leading cross-border wealth advisory firm, right in the heart of downtown Montreal.In this role, you'll play a key part in delivering a white-glove client experience—supporting high-net-worth individuals across Canada and the U.S. with their financial, investment, and planning needs. If you've got a background in wealth or portfolio administration and love working with clients, this could be the next big step in your career.Why apply?- Competitive Salary : Up to $70K, depending on experience- Hybrid Work Model : In-office training to start, then enjoy the flexibility of remote work- Excellent Benefits : Full health, dental, and family coverage- Growth-Focused Environment : Be part of a respected wealth management firm that invests in your professional development- Team-Oriented Culture : Work alongside a collaborative, client-focused teamResponsibilities : - Act as a key point of contact for client inquiries, providing top-tier service and support- Manage account documentation for Canadian and U.S. clients, ensuring compliance and accuracy- Handle client cash transactions (wires, EFTs, checks) with precision- Support new client onboarding, coordinating required paperwork for financial, investment, and tax planning services- Assist in preparing for annual investment reviews, including scheduling, documentation, and follow-up- Collaborate with advisors by organizing key data and documentation for financial planning- Identify and implement improvements to streamline operations and client servicingQualifications : - 2+ years of experience in wealth management, portfolio administration, or financial services- Strong attention to detail and excellent organizational skills- A client-first mindset with the ability to manage multiple accounts and evolving needs- Outstanding communication skills, both written and verbal- Familiarity with KYC processes and cross-border financial operations is a strong asset- A Bachelor's degree in Business, Finance, or a related field is an advantageJoin a firm where your work truly matters—and where your expertise will be recognized and rewarded.Please send your resume to [e-mail] A PERM HIRE AND EARN UP TO $1,000! For more details, click here.OUR VIRTUAL DOORS ARE OPEN! We're also bringing the interviews to you by various web applications, virtually! Contact us today for your next opportunity.CNESST permit numbers : AP-2000158 & AR-2000157

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