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Client Relationship Specialist

Toronto, Ontario, Canada

Client Relationship Specialist 

Ontario, Canada 

Position Summary

Cardinal Point Capital Management, ULC dba Cardinal Point ("Cardinal Point"), a subsidiary of Focus Financial Partners, LLC and an affiliate of Focus Partners Wealth, LLC, is a wealth management firm that delivers personalized advice through a collaborative alliance of client-centric advisors.

On behalf Cardinal Point, we are looking for a Client Relationship Specialist. 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.

This role is based in Ontario. 

Primary responsibilities:

  • Manage, complete, and track account paperwork for multiple clients and custodians in both US and Canada. Oversee a large number of these projects with deadlines.
  • Manage cashiering including money transfer requests (transfers, wires, EFT, checks, etc.) for multiple clients and custodians in both US and Canada. Oversee a large quantity of these projects with deadlines.
  • 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.
  • Administration to support the investment strategy and compliance requirements to serve clients to support their financial services.
  • Independently answer client and employee inquiries related to your job functions by phone and email in a timely manner, including training them on how to use our systems and client portal.
  • Participate in strategic projects and committees to help implement the company's strategic vision.
  • Participate in meetings, prepare agenda items and assisting in update meetings, including annual investment reviews, with the clients, taking notes for meetings, and coordinating the CRM notes and tasks required to record and automate meeting schedules.
  • Serve as a primary liaison with custodian for issues related to listed job functions. Investigate and present more efficient ways of performing job functions with each custodian.
  • Assist with administrative support for the support document requirements for the filing of client tax returns.

Qualifications:

  • Client satisfaction and client support skills
  • Strong communication skills
  • Analytical skills
  • Experience in client service
  • Excellent interpersonal skills
  • Ability to handle challenging situations professionally
  • Previous experience in a wealth management or financial services environment is a plus
  • Bachelor's degree in Business Administration or related field

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

This is an Exempt role. The annualized base pay for this role is CA$ 60,000 - 75,000.  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. 

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