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, permanent, on-site role for a Client Relationship Specialist located in Toronto, Ontario, Canada. The Client Relationship Specialist will be responsible for ensuring customer satisfaction, providing customer support, effective communication, analytic 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 requ...