Client Services Assistant

4 weeks ago

Toronto, Canada BMO Full time
Application Deadline:

05/02/2024

Address:
30 St. Clair Avenue West

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
  • Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
  • Assists the advisory team in preparing for client meetings, including scheduling appointments.
  • Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
  • Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
  • Maintains and organizes client database and client files.
  • Ensures transactions and tasks are appropriately assigned to team members and completed.
  • Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
  • Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
  • Follows through on the 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.
  • Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.
  • Maintains the confidentiality of client and Bank information.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:
  • Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
  • Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
  • Familiarity with technology applications and software used in the financial planning and investment industry.
  • Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
  • Successful completion of 30-day BMO NB Investment Representative Licensing Program.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
  • Please note the base salary for this specific position in Toronto is $38,000

Grade:
3
Job Category:
Individual Contributor / Collaborateur
We're here to help

At BMO 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. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

  • Client Services Coordinator

    2 weeks ago

    Toronto, Canada Lumenus Community Services Full time

    **Client Services Coordinator** **LOCATION: Hartsdale & McNicoll sites (Etobicoke and North York, ON)** **POSITION TYPE: Full-time Regular (37.5 hours/week)** **POSTING CLOSING DATE: September 8, 2023** **Interested in working with an amazing team that really cares? Then you should join Lumenus! At Lumenus we illuminate a seamless pathway to optimal...

  • Client Services Coordinator

    3 weeks ago

    Toronto, Canada Lumenus Community Services Full time

    **Client Services Coordinator** **NUMBER OF POSITIONS: 2** **LOCATION: Hartsdale & McNicoll sites (Etobicoke and North York, ON)** **POSITION TYPE: Full-time Regular (37.5 hours/week)** **POSTING CLOSING DATE: July 31, 2023** **Interested in working with an amazing team that really cares? Then you should join Lumenus! At Lumenus we illuminate a seamless...

  • Client Service Representative

    5 days ago

    Toronto, Ontario, Canada WoodGreen Community Services Full time

    Employment Type:Casual, Bargaining UnitWork Hours:7 hours/week, Monday 9:00 am - 5:00 pm (Opportunity to pick up extra coverage/sick/vacation shifts as required)**Work Setting: **OnsiteSalary:E- $20.53Application Deadline:November 22nd 2023 by 11:59 pm**Program Overview - Volunteer Services, Community Program UnitVolunteer & Student Services is a central...

  • Client Services Coordinator

    5 days ago

    Toronto, Ontario, Canada Lumenus Community Services Full time

    Client Services CoordinatorNUMBER OF POSITIONS:2LOCATION:Hartsdale & McNicoll sites (Etobicoke and North York, ON)POSITION TYPE:Full-time Regular (37.5 hours/week)POSTING CLOSING DATE:July 31, 2023Interested in working with an amazing team that really cares? Then you should join Lumenus At Lumenus we illuminate a seamless pathway to optimal wellbeing for our...

  • Client Services Coordinator

    5 days ago

    Toronto, Ontario, Canada Lumenus Community Services Full time

    Client Services CoordinatorLOCATION:Hartsdale & McNicoll sites (Etobicoke and North York, ON)POSITION TYPE:Full-time Regular (37.5 hours/week)POSTING CLOSING DATE:September 8, 2023Interested in working with an amazing team that really cares? Then you should join Lumenus At Lumenus we illuminate a seamless pathway to optimal wellbeing for our clients. As one...

  • Director, Client Services

    1 week ago

    Toronto, Canada Lumenus Community Services Full time

    **Director, **Client Services** **Location: Toronto, ON** **Position Type: Full-time Regular (37.5 hours per week)** **Posting Closing Date: February 9, 2024** This position oversee a cluster of programs that offer a wide range of high quality community based services including individual, family, and group supports across the developmental spectrum,...

  • Client Services Assistant

    5 days ago

    Toronto, Ontario, Canada Shannex Incorporated Full time

    If you take pride in being compassionate, honest, professional, and safe, consider an exciting and rewarding career at Shannex. Our communities offer more than a place to work – they welcome and celebrate Great People who inspire meaningful connections while Leading the Way to Better Living. We are searching for casual Client Services Assistants (PSWs)...

  • Client Service Assistant

    2 months ago

    Toronto, Canada BMO Financial Group Full time

    4881 Yonge Street, 9th Floor Toronto Ontario,M2N 5X2 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social...

  • Client Service Assistant

    3 weeks ago

    Toronto, Canada BMO Financial Group Full time

    2 St Clair Ave West, #1900 Toronto Ontario,M4V 1L5 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...

  • Client Services Assistant

    2 months ago

    Toronto, Canada BMO Financial Group Full time

    2 St Clair Ave West, #1900 Toronto Ontario,M4V 1L5 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...

  • Client Services Assistant

    3 weeks ago

    Toronto, Ontario, Canada Holland Bloorview Kids Rehabilitation Hospital Full time

    Join us in building a world of possibility Holland Bloorview Kids Rehabilitation Hospital is Canada's largest pediatric rehabilitation hospital. We are a top 40 Canadian research hospital that is fully affiliated with the University of Toronto, and we serve over 8,500 families annually.Our vision is to support the most meaningful and healthy futures for all...

  • Client Services Assistant

    4 weeks ago

    Toronto, Ontario, Canada Holland Bloorview Kids Rehabilitation Hospital Full time

    Join us in building a world of possibility Holland Bloorview Kids Rehabilitation Hospital is Canada's largest pediatric rehabilitation hospital. We are a top 40 Canadian research hospital that is fully affiliated with the University of Toronto, and we serve over 8,500 families annually.Our vision is to support the most meaningful and healthy futures for all...

  • Client Service Assistant

    3 weeks ago

    Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...

  • Administrative Assistant, Client Services

    2 months ago

    Toronto, Canada Circle of Care Full time

    Job Description The Client Services Administrative Assistant is responsible for supporting the operational success of providing client-centered care, including referral management for all contracted services, creating new client files and processing referrals, ensuring accuracy of the electronic client record, liaising with community partners and funders,...

  • Administrative Assistant, Client Services

    2 weeks ago

    Toronto, Canada Circle of Care Full time

    Job Description The Client Services Administrative Assistant is responsible for supporting the operational success of providing client-centered care, including referral management for all contracted services, creating new client files and processing referrals, ensuring accuracy of the electronic client record, liaising with community partners and funders,...

  • Client Service Assistant

    2 weeks ago

    Toronto, Canada BFL Canada Full time

    Job Details Description **We** offer more than a job, we offer a career!* - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and...

  • Client Service Assistant

    2 weeks ago

    Toronto, Canada BFL CANADA Full time

    **We** offer more than a job, we offer a career!* - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Client Service Assistant

    2 weeks ago

    Toronto, Canada BFL CANADA Full time

    **We** offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Client Service Assistant

    2 weeks ago

    Toronto, Canada BFL Canada Full time

    Job Details Description **We** offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating...

  • Administrative Assistant, Client Services

    2 months ago

    Toronto, Canada Circle of Care Full time

    .SUMMARY The Client Services Administrative Assistant is responsible for supporting the operational success of providing client-centred care, including referral management for all contracted services, creating new client files and processing referrals, ensuring accuracy of the electronic client record, liaising with community partners and funders, providing...