Client Service Assistant

7 months ago

Winnipeg, Canada BMO Financial Group Full time

201 Portage Ave Winnipeg Manitoba,R3B 3K6

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
- 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 Winnipeg is $38,000.00 and this role may be eligible to receive a monthly discretionary bonus.

**Compensation and Benefits**:
$31,600.00 - $46,200.00

**Pay Type**:
Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**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.

  • Client Service Assistant

    1 week ago

    Winnipeg, 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

    1 week ago

    Winnipeg, Canada BFLC 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

    6 days ago

    Winnipeg, Canada BFL CANADA Risk and Insurance 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 people to...

  • Client Service Assistant

    4 months ago

    Winnipeg, Canada BMO Financial Group Full time

    201 Portage Ave Winnipeg Manitoba,R3B 3K6 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 Assistant

    2 days ago

    Winnipeg, Canada Garden River First Nation Education Unit Full time

    **Client Assistant - Remote position** **Garden River First Nation Education Unit** **Winnipeg, MB** **Full time** **$22.07 an hour** **Job Title**:Client Assistant **Company Summary**: According to the Indian and Northern Affairs Canada Secondary Education National Program Guidelines, Garden River First Nation receives funding to provide students...

  • Client Services Specialist- Client Services

    7 months ago

    Winnipeg, Canada Manitoba Blue Cross Full time

    About Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...

  • Client Admin Assistant

    3 months ago

    Winnipeg, Canada People Corporation Full time

    We are seeking a **Client Admin Assistant** to join our team in **Winnipeg, MB.** This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are delivered to our clients. As a Client...

  • Client Services Onboarding Analyst

    4 weeks ago

    Winnipeg, Canada Manitoba Blue Cross Full time

    About Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...

  • Client Services Data Specialist

    7 months ago

    Winnipeg, Canada Manitoba Blue Cross Full time

    About Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...

  • Client Service Specialist

    4 weeks ago

    Winnipeg, Canada People Corporation Full time

    We are seeking a **Client Service Specialist** to join our team in **Winnipeg, MB, Waterloo, ON, and Cambridge, ON.** This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are...

  • Client Service Specialist

    7 months ago

    Winnipeg, Canada People Corporation Full time

    We are seeking Client Service Specialists to join our team in Winnipeg, MB. This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are delivered to our clients. We are in search of a...

  • Client Services Associate

    3 hours ago

    Winnipeg, Canada StollerWealth Full time

    **About us** StollerWealth, is a Winnipeg based wealth management firm that is growing! At the heart of StollerWealth is the belief that our clients deserve the best and the same goes for our people. As a **Client Services Associate **you will help our clients realize their financial goals & aspirations and you will be a part of a growing team that...

  • Client Services Worker

    4 months ago

    Winnipeg, Canada Manitoba Métis Federation Full time

    MANITOBA MÉTIS FEDERATION CLIENT SERVICES WORKER September 11, 2024 Posting #24-02-006 (REPOSTED) The Manitoba Métis Federation (MMF) is the democratically elected National Government of the Red River Métis, also known as the Manitoba Métis. The Red River Métis are a distinct Indigenous Nation and People, and Canada's Negotiating Partners in...

  • Client Services Associate

    7 months ago

    Winnipeg, Canada Harvest Manitoba Full time

    Perform new client intakes and book clients for food bank appointment - Prepare food hampers for walk-in clients as well as support the Winnipeg Avenue on-site food bank - Input and prepare data for weekly and monthly reporting - Liaise with food bank coordinators and food distribution agencies to ensure that client information is up-to-date and that clients...

  • Personal Assistant

    7 months ago

    Winnipeg, Canada AXL Cleaning Service Full time

    **About us** AXL Cleaning Service is a small business in Winnipeg, MB. We are professional, agile, and professional. Our work environment includes: - Growth opportunities - Flexible working hours - Casual work attire Job Summary: **Duties**: - Manage and maintain the executive's schedule, including arranging appointments, meetings, and travel...

  • Manager of Client Service

    3 weeks ago

    Winnipeg, Canada Value Partners Investments Full time

    **Company Description** Founded in 2005, Value Partners Investments is a Winnipeg-based investment firm that currently manages over $5.1 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada. Our...

  • Client Services Documentation Support

    7 months ago

    Winnipeg, Canada Manitoba Blue Cross Full time

    About Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...

  • Hôte client et assistant service

    1 month ago

    Winnipeg, Manitoba, Canada RONA+ Full time

    **Entraînez votre passion de l'accueil et du service au sein d'un environnement dynamique !RONA+ est une entreprise déterminée à faire de sa communauté un endroit où les gens peuvent se sentir à l'aise et valorisés. Nous sommes fiers de notre culture inclusive et égalitaire qui permet à nos employés de grandir et de se développer.Ce...

  • Client Service Administrator

    3 weeks ago

    Winnipeg, Canada People Corporation Full time

    We are seeking a **Client Service Administrator** to join our team in Toronto, Waterloo or Winnipeg. As the Client Service Administrator, you will be a part of a dynamic team, that provides an exceptional client experience for Group Insurance clients. In this role, you will be responsible for supporting Plan Administrators and Plan Members with the...

  • Client Services Support Representative

    3 weeks ago

    Winnipeg, Canada Manitoba Blue Cross Full time

    About Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...