Client Relationship Specialist

Cardinal Point Capital Management ULC 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. As a Client Relationship Specialist based in Toronto, Ontario, you will support clients, team members, and custodial partners, ensuring smooth onboarding, accurate account administration, and outstanding day‑to‑day service.

Primary Responsibilities

• Build strong client relationships and provide responsive, courteous support via phone, email, text, and client portals.
• Manage account documentation, onboarding tasks, and related data gathering for multiple U.S. and Canadian custodians.
• Handle cashiering and transactional requests, including transfers, wires, EFTs, and checks.
• Answer inquiries from clients and internal team members in a timely and professional manner.
• Train clients on how to use p...