Client Service Representative
4 days ago
We are seeking a highly skilled and motivated Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and clients in achieving their financial goals.
Key Responsibilities- Provide exceptional client service and support to Investment Advisors and clients, ensuring timely and accurate completion of tasks and transactions.
- Coordinate marketing activities, including website updates, social media initiatives, and client recognition programs.
- Assist with client meetings, including scheduling appointments and preparing necessary materials.
- Handle client inquiries and requests, including basic money movement, technology issues, and account opening and updates.
- Generate reports and documents as requested, and process items for client accounts and files.
- Maintain and organize client database and files, ensuring accuracy and confidentiality.
- Ensure transactions and tasks are assigned to team members and completed in a timely manner.
- Provide technical support to team members, including training on new technology and general inquiries.
- Gather and distribute information on updates to training, guidelines, technology, and other business-related information.
- Develop and maintain strong relationships with clients, ensuring a positive and credible experience.
- Follow risk and compliance processes and policies to safeguard client assets and maintain confidentiality.
- Typically 1-2 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
- Knowledge of wealth management company operations, including client services, trust services, and account transfers.
- Familiarity with technology applications and software used in the financial planning and investment industry.
- Successful completion of the Canadian Securities Course and Conduct and Practices Handbook exam within 18 months of hire.
- Basic specialized knowledge and strong verbal and written communication skills.
BMO offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment that values and respects our employees.
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Client Service Representative
2 weeks ago
Winnipeg, Manitoba, Canada BMO Full timeJob Summary:We are seeking a highly skilled and detail-oriented Client Service Representative to join our team at BMO. As a Client Service Representative, you will play a critical role in supporting the success of our Investment Advisors and clients by providing exceptional client service and administrative support.Key Responsibilities:Coordinate marketing...
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Client Service Representative
2 weeks ago
Winnipeg, Manitoba, Canada BMO Full timeJob Summary:We are seeking a highly skilled and detail-oriented Client Service Representative to join our team at BMO. As a Client Service Representative, you will play a critical role in supporting the success of our Investment Advisors and clients by providing exceptional client service and administrative support.Key Responsibilities:Coordinate marketing...
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Client Service Representative
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Client Service Representative
2 weeks ago
Winnipeg, Manitoba, Canada People Corporation Full timeJob SummaryWe are seeking a highly skilled Client Service Specialist to join our team at People Corporation. As a Client Service Specialist, you will play a critical role in providing exceptional service and support to our valued clients.Key ResponsibilitiesDevelop and maintain relationships with clients and multiple insurance companiesProvide day-to-day...
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Client Service Representative
2 weeks ago
Winnipeg, Manitoba, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at BMO. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and supporting the achievement of business objectives.Key ResponsibilitiesClient Service: Provide exceptional client service to...
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Client Service Representative
2 weeks ago
Winnipeg, Manitoba, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at BMO. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and supporting the achievement of business objectives.Key ResponsibilitiesClient Service: Provide exceptional client service to...
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Client Service Representative
2 weeks ago
Winnipeg, Manitoba, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at BMO. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and supporting the achievement of business objectives.Key ResponsibilitiesClient Service: Provide exceptional client service to...
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Customer Service Representative
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Winnipeg, Manitoba, Canada Gordon Food Service Full time{"title": "Inside Support Representative", "description": "Job SummaryAs an Inside Support Representative at Gordon Food Service, you will play a vital role in supporting the outside District Sales Representatives (DSRs) in their daily activities. Your primary responsibility will be to provide exceptional customer service, ensuring seamless interactions...
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Customer Service Representative
1 day ago
Winnipeg, Manitoba, Canada Gordon Food Service Full time{"title": "Inside Support Representative", "description": "Job SummaryAs an Inside Support Representative at Gordon Food Service, you will play a vital role in supporting the outside District Sales Representatives (DSRs) in their daily activities. Your primary responsibility will be to provide exceptional customer service, ensuring seamless interactions...
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Client Service Representative
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Winnipeg, Manitoba, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and exceptional client service.Key ResponsibilitiesCoordinate marketing...
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Client Service Representative
7 days ago
Winnipeg, Manitoba, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and exceptional client service.Key ResponsibilitiesCoordinate marketing...
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Client Service Representative
1 day ago
Winnipeg, Manitoba, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Assistant to join our team at BMO. As a Client Service Assistant, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and providing exceptional client service to achieve business objectives.Key...
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Client Service Representative
1 day ago
Winnipeg, Manitoba, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Assistant to join our team at BMO. As a Client Service Assistant, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and providing exceptional client service to achieve business objectives.Key...
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Customer Service Representative
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Winnipeg, Manitoba, Canada Gordon Food Service Full time{"title": "Inside Support Representative", "description": "Supports activities for the outside District Sales Representatives (DSRs) including order and delivery interaction between customers via telephone, email, and Gordon Ordering. Seeks growth opportunities in existing customers with knowledge and professionalism, as well as strengthening customer...
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Customer Service Representative
3 days ago
Winnipeg, Manitoba, Canada Gordon Food Service Full time{"title": "Inside Support Representative", "description": "Supports activities for the outside District Sales Representatives (DSRs) including order and delivery interaction between customers via telephone, email, and Gordon Ordering. Seeks growth opportunities in existing customers with knowledge and professionalism, as well as strengthening customer...
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Client Service Representative
5 days ago
Winnipeg, Manitoba, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and exceptional client service.Key ResponsibilitiesCoordinate marketing...
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Client Service Representative
4 days ago
Winnipeg, Manitoba, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and exceptional client service.Key ResponsibilitiesCoordinate marketing...
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Bilingual Client Service Representative
2 weeks ago
Winnipeg, Manitoba, Canada Canada Life Full timeJob SummaryThe Bilingual Client Service Representative plays a vital role in providing exceptional customer service to our clients. As a key member of our team, you will be responsible for managing client inquiries, resolving issues, and providing guidance on benefit options.Key ResponsibilitiesProvide expert-level support to clients via phone, email, and...
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Bilingual Client Service Representative
1 week ago
Winnipeg, Manitoba, Canada Canada Life Full timeJob SummaryThe Bilingual Client Service Representative plays a vital role in providing exceptional customer service to our clients. As a key member of our team, you will be responsible for managing client inquiries, resolving issues, and providing guidance on benefit options.Key ResponsibilitiesProvide timely and accurate responses to client inquiries via...
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Bilingual Client Service Representative
2 weeks ago
Winnipeg, Manitoba, Canada Canada Life Full timeJob SummaryThe Bilingual Client Service Representative plays a vital role in providing exceptional customer service to our clients. As a key member of our team, you will be responsible for managing client inquiries, resolving issues, and providing guidance on benefit options.Key ResponsibilitiesProvide expert-level support to clients via phone, email, and...
