Client Relationship Specialist

Job Description Summary:

At Cardinal Point Capital Management ULC we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist you will play a vital role in supporting our clients team members and custodial partners by ensuring smooth onboarding accurate account administration and outstanding day-to-day service. This is an excellent opportunity for a detail-oriented client-focused professional who thrives in a dynamic independent work environment and enjoys being at the center of operational excellence in a growing wealth management firm.

This role is located in Calgary Alberta Canada.

Job Description:

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 portals systems and other digital tools.

• Maintain and adhere to client-related compliance policies and procedures that support investment strategies.

• Coordinate the collection of tax-related documents to support client filings.

• Serve as the primary liaison with custodians to resolve account and transactional issues.

• Identify and propose process improvements to enhance efficiency with custodial partners.

• Participate in strategic projects and committees that support firm-wide initiatives and operational growth.

Qualifications

• Bachelors degree.

• Acute attention to detail and strong organizational/time management skills.

• Excellent written and verbal communication skills.

• Relationship-building skills and comfort partnering with clients custodians and internal teams.

• A solutions-oriented mindset and the ability to work independently.

• Proficiency with Salesforce Microsoft Word and Excel; familiarity with NetRep Dataphile and NetX360 is advantageous.

• Completion of the Canadian Securities Course (CSC) is considered an asset.

• An interest or background in athleticsespecially hockey (preferred).

• A collaborative and humble approach that aligns with our culture of integrity and diligence.

This position is an exempt position. The annualized base pay range for this role is expected to be between $70000-$80000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. 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 candidates experience and education.

Cardinal Point Focus Partners Canada is a Canadian-U.S. wealth management company created to service the sophisticated needs of high-net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth family interests and values are all interconnected. We are dedicated to providing investment management financial estate and tax planning solutions to residents of Canada and the U.S. Canadians moving to the U.S. Americans moving to Canada and Canadian and U.S. expats living abroad. Cardinal Point is part of Focus a leading financial services firm comprised of wealth management family office and business management services. For more about Cardinal Point visit: or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company onLinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

The following language is for US based roles only

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.