Client Service Associate, Moncton

2 weeks ago

Moncton, Canada BMO Financial Group Full time

633 Main Street, Suite 250 Moncton New Brunswick,E1C 9X9

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.
- Books meetings with new prospects and prepares introductory package for the prospect/referral.
- 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.
- Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
- Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
- Resolves client complaints in a timely and effective manner; escalates as required.
- Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
- 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.
- Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
- Administers and processes documentation related to client files and regulatory requirements.
- Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
- Ensures transactions and tasks are appropriately assigned to team members and completed.
- Mentors and coaches new or junior members to the team and branch.
- 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 and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 3 - 5 years of relevant experience and/or certification in 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 in order to identify potential products and services to client needs and advising IA(s).
- 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 and Practices Handbook.
- Current registration as Investment Representative (IR).
- 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**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,

  • Field Service Technician- Moncton

    4 weeks ago

    Moncton Area, Canada AHT-POS (Moncton) Inc. Full time

    **We are Expanding in the Moncton area** - Repair/ Service/ Installation of a wide variety of POS equipment, CCTV Equipment as well as Debit/Credit Terminals, PC’s, printers, retail/hospitality Equipment and software, Liquor/Draft Controls, as well as a variety of other electronic peripherals - New system Installs, Customer Training and Support - Jump to...

  • Service Advisor

    3 weeks ago

    Moncton, Canada Volkswagen Moncton Full time

    The Opportunity Volkswagen Moncton is hiring for a Service Advisor.The Service Advisor's role is to provide an excellent customer experience to our customers. We are seeking a polite, friendly, and well-mannered individual to represent our company and the Volkswagen brand.If you enjoy building relationships with people and you like to provide value-added...

  • Service Advisor

    3 weeks ago

    Moncton, Canada Volkswagen Moncton Full time

    The Opportunity Volkswagen Moncton is hiring for a Service Advisor.The Service Advisor's role is to provide an excellent customer experience to our customers. We are seeking a polite, friendly, and well-mannered individual to represent our company and the Volkswagen brand.If you enjoy building relationships with people and you like to provide value-added...

  • Service Advisor

    3 weeks ago

    Moncton, Canada Volkswagen Moncton Full time

    The Opportunity Volkswagen Moncton is hiring for a Service Advisor.The Service Advisor's role is to provide an excellent customer experience to our customers. We are seeking a polite, friendly, and well-mannered individual to represent our company and the Volkswagen brand.If you enjoy building relationships with people and you like to provide value-added...

  • Service Advisor

    7 days ago

    Moncton, Canada Volkswagen Moncton Full time

    The Opportunity Volkswagen Moncton is hiring for a Service Advisor.The Service Advisor's role is to provide an excellent customer experience to our customers. We are seeking a polite, friendly, and well-mannered individual to represent our company and the Volkswagen brand.If you enjoy building relationships with people and you like to provide value-added...

  • Préposé(e) au prêt à la Bibliothèque publique de Moncton

    3 weeks ago

    Moncton, Canada Université de Moncton Full time

    Fonction et information générale Préposé(e) au prêt à la Bibliothèque publique de Moncton Programme Emplois d’été Canada – 2 postes 8 semaines, du 18 juin au 10 août , du mardi au samedi OU 8 semaines, du 9 juillet au 31 août , du mardi au samedi 35 heures par semaine; 15,30$ de l’heure Tâches: • Apprendre les tâches et...

  • Manager, Long-range Policy Planning

    58 minutes ago

    Moncton, New Brunswick, Canada City of Moncton Ville de Moncton Full time

    VISION:A city that inspiresMISSION:Working together to enhance the quality of life for all residentsVALUES:Sustainability, Inclusivity, Innovation, Accountability, Excellence, Bilingualism MANAGER, LONG-RANGE POLICY PLANNINGPlanning and Development - Job # P1232CLOSING DATE: NOON - MAY 23, 2024JOB SUMMARYReporting to the Director of Planning and Development,...

  • Receptionist - Moncton Branch

    4 weeks ago

    Moncton, Canada Research and Productivity Council (RPC) Full time

    RPC is a research and technology organization (RTO), with the core mission to harness science and technology in the service of innovation, and to build economic competitiveness. In business since 1962, we serve over 1000 clients annually from our locations in Fredericton, Moncton, and St. George, New Brunswick. We have an immediate opening for a...

  • Dental Ceramist

    4 weeks ago

    Moncton, Canada Belladent Dental Labs Full time

    Belladent is a leading-edge dental laboratory located in **Moncton, NB**, we are an industry leader setting ourselves apart from the competition by delivering valuable technical expertise and service excellence to our clients. Experienced with the latest materials and techniques, all aspects of CAD/CAM technology, Advanced Esthetic cases, Implant Planning,...

  • Service Advisor

    3 weeks ago

    Moncton, NB, Canada Volkswagen Moncton Full time

    The Opportunity Volkswagen Moncton is hiring for a Service Advisor . The Service Advisor's role is to provide an excellent customer experience to our customers. We are seeking a polite, friendly, and well-mannered individual to represent our company and the Volkswagen brand. If you enjoy building relationships with people and you like to provide...

  • Outils d'ingénierie

    9 hours ago

    Moncton, Canada Université de Moncton Full time

    DÉTAILS DU POSTE Titre du cours Outils d'ingénierie Endroit Moncton Type Chargées et chargés de cours Faculté Faculté d'ingénierie Sigle du cours GELE Exigences de qualification pour l’enseignement (EQE) - Posséder une maîtrise en génie ou 6 années d'expérience en génie. - Posséder une maîtrise du français oral et écrit. Une...

  • Activity Coordinator-Moncton

    1 week ago

    Moncton, Canada Alternative Residences Alternatives Inc Full time

    Alternative Residences Alternatives Inc is a non-profit organization that provides a continuum of community-based housing and support services with a recovery-oriented focus to adults living with a mental illness. We are looking for a special individual to lead our Summer Activities Program at our Moncton location. As our Activity Coordinator in Moncton, you...

  • Activity Coordinator-Moncton

    1 week ago

    Moncton, New Brunswick, Canada Alternative Residences Alternatives Inc Full time

    Alternative Residences Alternatives Inc is a non-profit organization that provides a continuum of community-based housing and support services with a recovery-oriented focus to adults living with a mental illness. We are looking for a special individual to lead our Summer Activities Program at our Moncton location. As our Activity Coordinator in Moncton,...

  • Licensed Mechanic

    4 weeks ago

    Moncton, New Brunswick, Canada City of Moncton Ville de Moncton Full time

    VISION:A city that inspiresMISSION:Working together to grow our economy and enhance the quality of life for all citizensVALUES:Sustainable, Diverse, Creative, Engaged, LeadersCORE ORGANIZATIONAL BEHAVIOURS:Accountability, professionalism, respect, and excellenceLICENSED MECHANICCodiac Transpo - Job # P1195JOB SUMMARY:The position is responsible to...

  • Program Coordinator

    4 days ago

    Moncton, Canada Moncton and District Minor Baseball Association Inc Full time

    Disclaimer: Please note that the job posting you are about to read has been automatically generated by OpenAI based on a brief description sourced from WorkingNB.Join Our Team as a Program Coordinator! Are you passionate about youth development and community engagement? Moncton and District Minor Baseball Association Inc is looking for a dedicated Program...

  • Program Coordinator

    5 days ago

    Moncton, New Brunswick, Canada Moncton and District Minor Baseball Association Inc Full time

    Disclaimer: Please note that the job posting you are about to read has been automatically generated by OpenAI based on a brief description sourced from WorkingNB.Join Our Team as a Program CoordinatorAre you passionate about youth development and community engagement? Moncton and District Minor Baseball Association Inc is looking for a dedicated Program...

  • Design et fabrication

    9 hours ago

    Moncton, Canada Université de Moncton Full time

    DÉTAILS DU POSTE Titre du cours Design et fabrication Endroit Moncton Type Chargées et chargés de cours Faculté Faculté d'ingénierie Sigle du cours GMEC Exigences de qualification pour l’enseignement (EQE) - Posséder une maîtrise en ingénierie dans le domaine d'expertise de la conception et la fabrication ou 10 années d'expérience en génie...

  • Project Manager

    4 weeks ago

    Moncton, Canada EightSix Network Inc Full time

    Project Manager (Saint John, Moncton, OR Halifax) Part Time / Full Time Project Manager (Saint John, Moncton, OR Halifax)Can be located in Saint John, Moncton, or HalifaxAre you an experienced leader in project management looking to join a progressive company?Our client is seeking a Project Manager in either Saint John, Moncton, or Halifax to take the lead...

  • Project Manager

    3 weeks ago

    Moncton, Canada EightSix Network Inc Full time

    Project Manager (Saint John, Moncton, OR Halifax) Part Time / Full Time Project Manager (Saint John, Moncton, OR Halifax)Can be located in Saint John, Moncton, or HalifaxAre you an experienced leader in project management looking to join a progressive company?Our client is seeking a Project Manager in either Saint John, Moncton, or Halifax to take the lead...

  • Project Manager

    3 weeks ago

    Moncton, Canada EightSix Network Inc Full time

    Project Manager (Saint John, Moncton, OR Halifax) Part Time / Full Time Project Manager (Saint John, Moncton, OR Halifax)Can be located in Saint John, Moncton, or HalifaxAre you an experienced leader in project management looking to join a progressive company?Our client is seeking a Project Manager in either Saint John, Moncton, or Halifax to take the lead...