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Client Services Coordinator
2 months ago
We are seeking a highly skilled Client Services Specialist to join our team at BMO Financial Group. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and staff with day-to-day administration and providing exceptional client service.
Key Responsibilities- Coordinate marketing activities on behalf of the advisory team, including website and social media initiatives, client recognition, and event planning.
- Schedule and prepare client portfolio reviews, including setting up client calls, scheduling meetings, and providing updates to Investment Advisors.
- Follow up on client inquiries, account maintenance, new account setup, and transfers.
- Resolve client complaints in a timely and effective manner.
- Accept and execute client-initiated trades and provide stock information as requested.
- Generate reports and documents for Investment Advisors and clients as needed.
- Maintain and organize client databases and files.
- Monitor incoming and outgoing assets and notify Investment Advisors of required actions to rebalance portfolios.
- Administer and process documentation related to client files and regulatory requirements.
- Mentor and coach new or junior team members.
- Provide support on technology issues and general inquiries and escalations.
- Gather and distribute information on updates to training, guidelines, technology, and other business-related information.
- Ensure compliance with risk and compliance processes and policies.
- Typically 3-5 years of relevant experience and/or certification in a related field.
- Advanced knowledge of administrative processes and procedures.
- Advanced knowledge of proprietary products and services.
- Knowledge of Insurance and group products is an asset.
- Knowledge of Trust and Estate services is an asset.
- Knowledge of Financial/Retirement planning.
BMO Financial Group offers a total compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
