Client Relationship Specialist

Cardinal Point Wealth Management, ULC is a Canada‑U.S. cross‑border wealth management firm that specializes in providing personalized investment, tax, estate, transition, and financial planning solutions to affluent individuals and families. Clients seek a long‑term relationship with a trusted wealth manager to simplify their financial lives and manage their investments effectively. This is a full‑time on‑site role for a Client Relationship Specialist located in Montreal, Quebec, Canada. The Client Relationship Specialist will be responsible for ensuring customer satisfaction, providing customer support, effective communication, utilizing analytical skills, and delivering exceptional client service on a daily basis.

Primary Responsibilities

• Assist PMs with all administrative issues, including reviewing transfer‑ins, servicing clients, and corresponding with clients and custodians
• Draft and execute Letters of Direction (LODs) as ne...