POSITION SUMMARY

Cardinal Point Capital Management, ULC dba Cardinal Point ("Cardinal Point"), a subsidiary of Focus Financial Partners, LLC and an affiliate of Focus Partners Wealth, LLC, is a wealth management firm that delivers personalized advice through a collaborative alliance of client-centric advisors.

Cardinal Point is seeking a Client Relationship Specialist. 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 needs for clients.
Administration to support the investment strategy 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.

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

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

This is an Exempt role. The annualized base pay for this role is CA$ 60,000 - 75,000. 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.

LI-KP1

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com [https://www.focusfinancialpartners.com].

For California Applicants: Information on your California privacy rights can be found here [https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249]

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

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 39-2-901.

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 state’s 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.

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Client Relationship Specialist