Portfolio Assistant Sales

2 weeks ago

Waterloo, Canada BMO Financial Group Full time

20 Erb Street West Waterloo Ontario,N2L 1T2

Consistently provide superior quality sales & fulfillment support to a group of Investment Management & Trust clients with the objective of exceeding customer expectations. Accountable for executing on all aspects of Investment Management & Trust administration. Seeks, recognizes, and acts upon opportunities to expand business relationships with clients.
**Key Accountabilities**

A. Client & Relationship Management
B. Administrative/Sales Support
C. Team Participation
D. Risk Management

**A. Client & Relationship Management**
- Provide a superior level of courteous, knowledgeable, friendly and professional service to all existing and potential clients relating to investment management services consistent with delivery of the desired client experience
- Take ownership of client inquiries/concerns/complaints, ensuring timely resolution
- Develops a rapport and instills confidence with the client in order to develop credibility as a representative of the Private Bank
- Assists in preparing new business proposals or presentations to clients/prospects based upon their needs, BPB products & services, competitive pricing and committed service capabilities
- Assist the ICs in preparing for client meetings and account opening documentation
- Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on investment products and procedures
- Perform required client sales & service support activities as required to meet client needs and maintain overall service levels

**B. Administrative/Sales Support**
- Monitor cash management reporting (including overdraft reporting and large cash balances)
- Ensure the timely and accurate processing of trade order management activities
- Ensure the proper adherence to account administration and maintenance
- Identify opportunities to increase profitability, create capacity and reduce expenses
- Recognize potential new business opportunities and refer/discuss them with the Relationship Manager (both within BPB and BMO as a whole)
- Undertakes other administrative responsibilities (including performance reporting, compliance, monitoring trade activity, and other related functions/duties)
- Provide after sales support and handle exceptions tactfully, accurately and efficiency in accordance with Bank policy

**C. Team Participation**
- Participate in internal projects and initiatives of varying scope and responsibility
- Participate in team meetings and conference calls as applicable
- Take initiative, be accountable, and work in a team-orientated environment
- Cross trains with other individuals within support team to ensure coverage and contingency is maintained at all times. Shares knowledge with team members.

**D. Risk Management**
- Ensure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics
- Protect the Banks assets by adhering to all banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines
- Participate in audits and compliance reviews as assigned
- Accountable for monitoring the integrity of account documentation.
- Identify and escalate all irregularities and discrepancies to management.

**Knowledge and Skills**

**Knowledge**
- Undergraduate degree or equivalent industry experience
- Working knowledge of BMO Investment Management products and services
- Working knowledge of BMO Platinum Banking & Trust products and services
- Investment industry experience (1-4 years)
- RISR (CSC preferred)
- Enrolled in, or has completed a Financial Planning accreditation program through ICB or equivalent
- Enrolled in CFA a definite asset

**Skills**
- Strong customer service focus
- Communication skills (Advanced)
- Able to multi-task
- Able to handle high pressure situations with tight turnaround
- Organization skills (Working)
- Ability to deal with complex, controversial, and sensitive Investment Management issues (Advanced)
- Open to change and acts as a change agent for new initiatives (Advanced)
- Demonstrated history of responsiveness and problem-solving capabilities

**Additional Accountabilities**
- Participate in client presentations (Advanced)
- Support the Client Care role during peak periods and shortages
- Participate in research, analysis and marketing (Working)
- Project support/coordination (Working)
- Conduct PA Training (Working)
- Solicit referrals and suggest increased offerings (Working)
- Proactively identify and recommend opportunities for process improvement, customer service and technology
- Mentor new employees (Working)

Nous incitons les familles canadiennes fortunes agir sur ce qui compte le plus afin de produire des rsultats exceptionnels aujourdhui et durant les priodes de changement.

Fournir constamment des services de soutien aux ventes et l'excution de grande qualit un groupe de clients de la Gestion de pla

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