Portfolio Assistant, Sales

2 months ago

Waterloo, Canada BMO Full time

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)

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