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 Calgary, Alberta, 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
- 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, Focus Partners Canada is a cross-border wealth management firm dedicated to helping affluent individuals and families navigate the financial complexities of life in Canada and the U.S. With a fiduciary-first approach, we deliver personalized investment, tax, estate, and financial planning solutions that span currencies, jurisdictions and generations.
