Client Relationship Specialist

Position Summary

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 Phoenix, Arizona. 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

• 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, financial planning, and tax planning and compliance needs for clients.
• Administration to support the investment strategy, financial planning. tax planning 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.
• Financial planning support including collecting and organizing client financial planning documentation, as well as assisting the advisors in the creation of the clients' net worth, cash flow, and retirement plans

 

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

 

This is an exempt position. The annualized base pay range for this role is expected to be between $65,000-$75,000.00.  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, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

 

 

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Cardinal Point is a Canadian-U.S. wealth management company created to service the sophisticated needs of high net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests and values are all interconnected. We are dedicated to providing investment management, financial, estate and tax planning solutions to residents of Canada and the U.S., Canadians moving to the U.S., Americans moving to Canada and Canadian and U.S. expats living abroad. Cardinal Point is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. For more about Cardinal Point, visit: https://cardinalpointwealth.com/ or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

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 39-2-901. 

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.