Client Service Representative

4 days ago

Calgary, Alberta, Canada BMO Full time
Job Summary

We are seeking a highly skilled and detail-oriented Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales & Service team, you will play a critical role in providing exceptional client service and supporting the achievement of business objectives.

Key Responsibilities
  • Coordinate marketing activities on behalf of the advisory team, including website and social media initiatives.
  • Assist the advisory team in preparing for client meetings, including scheduling appointments.
  • Handle clients' general day-to-day requests and inquiries, including basic money movement and technology issues.
  • Generate reports and documents for IAs and clients as requested and process items for client accounts and files.
  • Maintain and organize client database and client files.
  • Ensure transactions and tasks are appropriately assigned to team members and completed.
  • Provide team members with support on technology issues and general inquiries and escalations related to policies and procedures.
  • Gather and distribute information on updates to training, guidelines, technology, and other business-related information.
  • Develop rapport and instill confidence with the client to develop credibility and promote a positive client experience.
  • Follow through on risk and compliance processes and policies to ensure the safeguarding of customers' assets and maintenance of their privacy.
Requirements
  • Typically between 1-2 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Knowledge of wealth management company and branch operations is an asset.
  • Familiarity with technology applications and software used in the financial planning and investment industry.
  • Basic specialized knowledge.
  • Verbal and written communication skills - Good.
  • Organization skills - Good.
  • Collaboration and team skills - Good.
  • Analytical and problem-solving skills - Good.
What We Offer

BMO offers a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We also offer opportunities for professional growth and development, as well as a collaborative and inclusive work environment.

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