Client Relationship Specialist

Position Summary

Cardinal Point Wealth Management, ULC is a Canada‑U.S. cross‑border wealth management firm that specializes in personalized investment, tax, estate, transition, and financial planning solutions for affluent individuals and families. This full‑time, permanent, on‑site role for a Client Relationship Specialist is located in Toronto, Ontario, Canada. The Specialist will ensure customer satisfaction, provide support, communicate effectively, apply analytical skills, and deliver exceptional client service daily.

Primary Responsibilities

• Manage, complete, and track account paperwork for multiple clients and custodians in the U.S. and Canada, overseeing large numbers of projects with deadlines.
• Handle cashiering, including money transfer requests (transfers, wires, EFT, checks, etc.) for multiple clients and custodians in the U.S. and Canada, also overseeing a large volume with deadlines.
• Coordinate onboarding of new...