Montreal Wealth Management Client Specialist (On-Site)

Focus Financial Partners; Montreal; On-site; CAD 65,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Job summary

Focus Financial Partners is seeking a Client Relationship Specialist in Montreal, QC, to deliver exceptional client service for a cross-border wealth management practice. The role focuses on supporting portfolio management, client onboarding, documentation, and transaction processing on-site.

Responsibilities include coordinating with PMs and custodians, handling transfers, and ensuring compliance with tax reporting and regulatory requirements.

Qualifications

• Experience in client services within wealth management or financial services.
• Strong communication and interpersonal skills, with a client-first attitude.
• Ability to analyze client information and coordinate with custodians, PMs and accountants.

Responsibilities

• Assist PMs with administrative tasks, client servicing and correspondence with clients and custodians.
• Draft and execute Letters of Direction (LODs) for client transactions.
• Support estate-related tasks, account documentation, rollovers and dispositions.
• Facilitate onboarding of new clients and organize account opening materials.
• Process RRSP/RRIF-related conversions and manage liquidity for withdrawals and purchases.
• Handle client requests such as EFTs, cheques, wires and transfers.
• Prepare tax reporting materials and liaise with clients’ accountants.
• Update clients’ tax information with custodians to ensure compliance.
• Provide backup support to other Administrators and promote teamwork.

Skills

Client relationship management

Excellent communication

Analytical skills

Customer service

Job description

Focus Financial Partners is seeking a Client Relationship Specialist in Montreal, QC, to deliver exceptional client service for a cross-border wealth management practice. The role focuses on supporting portfolio management, client onboarding, documentation, and transaction processing on-site.

Responsibilities include coordinating with PMs and custodians, handling transfers, and ensuring compliance with tax reporting and regulatory requirements.