Client Relationship Specialist - Toronto
1 day ago
Job description
Position 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.
Primary Responsibilities
Qualifications
The annualized base pay range for this role is expected to be between $60,000-$70,000. Actual base pay could 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 for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Cardinal Point, Focus Partners Canada is a cross-border wealth management firm dedicated to helping affluent individuals and families navigate the financial complexities of life in Canada and the U.S. With a fiduciary-first approach, we deliver personalized investment, tax, estate, and financial planning solutions that span currencies, jurisdictions and generations.
#LI-SF1
About Focus Financial Partners
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 or follow the company on LinkedIn.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
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
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.
Similar jobs
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, · a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboardin ...
3 days ago
Supports clients by ensuring smooth onboarding and accurate account administration. · ...
1 month ago
+Position Summary · At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. · ...
3 days ago
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. · ...
1 month ago
This position involves ensuring customer satisfaction by providing support, · effective communication utilizing analytical skills delivering exceptional client service daily. · ...
1 month ago
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 administrat ...
4 days ago
Asa Client Relationship Specialist,youwillplayavitalroleinsupportingourclients/team members/custodialpartnersbyensuringsmoothonboarding/accurateaccountadministration/outstandingday-to-day service. · ...
1 month ago
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 onbo ...
1 month ago
Position 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 ...
1 day ago
Position 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 ...
1 day ago
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 administrat ...
4 days ago
+As a Client Relationship Specialist at Cardinal Point Capital Management ULC you will play a vital role in supporting clients team members and custodial partners by ensuring smooth onboarding accurate account administration and outstanding day-to-day service. · + · l_answering i ...
1 month ago
Midtown Mobile Veterinary Hospice Services (MMVHS) is dedicated to providing compassionate in-home end-of-life care for pets throughout Toronto and the Greater Toronto Area. · ...
3 weeks ago
Midtown Mobile Veterinary Hospice Services (MMVHS) is seeking an empathetic and self-motivated individual to join their team as a Veterinary Clinic Relationship Specialist. · ...
1 week ago
Midtown Mobile Veterinary Hospice Services busca un Veterinary Clinic Relationship Specialist para promover sus servicios en la comunidad veterinaria. · ...
2 days ago
+ Manage account paperwork for multiple clients and custodians in both US and Canada. · + Coordinate the onboarding of new clients and working with the client service team to collect data from the clients to support the investment needs for clients. · As an employee of Cardinal P ...
1 month ago
Midtown Mobile Veterinary Hospice Services es una práctica basada en Toronto que ofrece cuidados in-home para mascotas a finales de vida. · ...
3 weeks ago
We are seeking an empathetic and self-motivated individual to join our dynamic Toronto-based team as a Veterinary Clinic Relationship Specialist. This individual will serve as an ambassador within the veterinary community helping support pet families with end-of-life care decisio ...
3 weeks ago
This role will involve managing client relationships including post-sales activities such as complex contractual inquiries and installation of new business through client strategy. · ...
1 week ago
You will be a key contact for account management including post sales activities, complex contractual and plan design inquiries, installation of new business through client strategy. · ...
1 week ago