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 needed for client transactions Follow up and assist with estates, including account documentation, rollovers, and deemed disposition Facilitate the onboarding process for new clients by preparing and organizing account opening documentation Process conversions from RRSP to RRIF for clients in accordance with regulatory requirements Cash management, ensuring liquidity for withdrawals and purchases Redeem/purchase money market securities Perform FX conversion Cash, assets and transaction reconciliation with custodian Handle client requests such as EFTs, cheques, wires, and bank transfers RRSP/TFSA/RESP contributions, RRIF/LIF payments and/or modifications Reconcile accounts with custodian monthly and quarterly for SOX auditing Prepare material for tax reporting and liaise with clients' accountants Update clients' tax information with custodians, including FACTA and W-8BEN forms, to ensure compliance Provide backup support to other Administrators to maintain continuity of operations Work with the administrative team to foster teamwork and achieve timely output Analyze procedures and suggest improvements to optimize operational processes Help implement quality controls and standard operating procedures for portfolio valuations, trading, settlement, and other operational activities Quarterly reports: filter client database through international terrorist and PEP data base; AML transaction verification: broker commission analysis Assist in assessing the suitability of investments and ensure guidelines in the Investment Policy Statement are upheld Assist in managing asset mix compliance, concentration reports, industry diversification, and margin accounts This is an exempt position. The annualized base pay range for this role is expected to be between $65,000 and $75,000.00 CAD. 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, and life insurance. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skill set, 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 #J-18808-Ljbffr