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Client Service Associate, Private Wealth
2 months ago
BMO Financial Group is seeking a highly skilled Financial Services Representative to join our team. As a key member of our team, you will provide exceptional client service and support to our Investment Advisors and clients.
Key Responsibilities:- Book meetings with new prospects and prepare introductory packages for the prospect/referral.
- Coordinate marketing activities, including website, social media initiatives, client recognition, and client events.
- Schedule and prepare client portfolio reviews, including setting up client calls, scheduling meetings, and providing updates to Investment Advisors.
- Follow up on client inquiries, account maintenance, new accounts setup, transfers, and remitting funds from registered and non-registered accounts.
- Resolve client complaints in a timely and effective manner, escalating as required.
- Accept and execute client-initiated trades over the phone or in person, and provide stock information as requested.
- Handle clients' general day-to-day requests and inquiries, including basic money movement, technology issues, and account opening and updates.
- Generate reports and documents for Investment Advisors and clients, and process items for client accounts and files.
- Maintain and organize client database and client files.
- Monitor incoming and outgoing assets, and notify Investment Advisors of required actions to rebalance portfolios.
- Administer and process documentation related to client files and regulatory requirements.
- Monitor redocumentation of client accounts on regular cycles to ensure client information and documentation is up-to-date.
- Ensure transactions and tasks are appropriately assigned to team members and completed.
- Mentor and coach new or junior members to the team and branch.
- Provide team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gather and distribute information on updates to training, guidelines, technology, and other business-related information.
- Develop rapport and instill confidence with clients to develop credibility and promote a positive client experience.
- Follow through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- Protect the Bank's assets and clients' assets, and comply with all regulatory, legal, and ethical requirements.
- Maintain the confidentiality of client and Bank information.
- Complete complex and diverse tasks within given rules/limits, and may include handling escalations from other employees.
- Analyze issues and determine next steps.
- Perform broader work or accountabilities as needed.
- Typically between 3-5 years of relevant experience and/or certification in a related field of study or an equivalent combination of education and experience.
- Advanced knowledge of investment process and procedures.
- Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
- Advanced knowledge of proprietary products and services to identify potential products and services to client needs and advising Investment Advisors.
- Knowledge of compliance practices and regulations.
- Knowledge of Insurance and group products is an asset.
- Knowledge of Trust and Estate services is an asset.
- Knowledge of Financial/Retirement planning.
- Knowledge of trade processing rules.
- Successful completion of the Canadian Securities Course, Conduct Practices Handbook, and Wealth Management Essentials.
- Current registration as Investment Representative (IR).
- Specialized knowledge.
- Verbal and written communication skills - Good.
- Organization skills - Good.
- Collaboration and team skills - Good.
- Analytical and problem-solving skills - Good.
$61,700.00 per year, plus commission structure.
BMO Financial Group's total compensation package includes performance-based incentives, discretionary bonuses, and other perks and rewards.
About BMO Financial Group:BMO Financial Group is a leading financial institution with a commitment to an inclusive, equitable, and accessible workplace. We strive to help our employees make an impact from day one, and provide the tools and resources needed to reach new milestones.
We are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people.
