Client Relationship Specialist
Focus Partners Wealth(2 days ago)
About this role
Cardinal Point Capital Management ULC is seeking a Client Relationship Specialist to support clients and internal teams through onboarding, account management, and service support. The role involves client interaction, account documentation, transactional handling, and process improvement within a wealth management environment.
Required Skills
- Client Service
- Account Management
- Account Documentation
- Transactional Support
- Financial Tools
- Relationship Building
- Process Improvement
- Compliance
- Digital Tools
- Wealth Management
Qualifications
- Bachelors degree
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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