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Client Service Coordinator

2 months ago

Simcoe, Canada BMO Full time
Job Summary

We are seeking a highly skilled and experienced Client Service Coordinator 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 the branch and/or region in achieving business objectives.

Key Responsibilities
  • Operational Support: Provide effective operational support and management of sales compliance and regulatory requirements.
  • Client Documentation: Manage client documentation for correspondence and set-up.
  • Stakeholder Collaboration: Collaborate with internal and external stakeholders to deliver on business objectives.
  • Team Supervision: Supervise the day-to-day operational activities by coordinating the work flow of less-experienced staff.
  • Record Management: Organize and file records of office activities and business transactions.
  • Database Management: Create, maintain, and enter information into databases.
  • Work Order Coordination: Assist with the coordination and processing of work orders for equipment warranties, maintenance, and repairs.
  • Office Supplies Management: Maintain office supplies inventory and orders.
  • Meeting Coordination: Schedule meetings and coordinate meeting facilities and set-up.
  • Change Management: Liaise with internal and external partners to coordinate changes to premises.
  • Irregularity Escalation: Identify and escalate all irregularities and discrepancies to management.
  • Operational Activities: Perform various operational activities to meet business objectives, client needs, and maintain overall service levels.
  • Administrative Support: Provide administrative/operational support including financial and transactional processing and reporting.
  • Quality Service: Meet high quality service standards to maximize relationship retention and growth.
Requirements
  • Experience: Typically between 2 - 3 years of relevant experience and post-secondary degree in a related field of study.
  • Knowledge: Basic specialized knowledge.
  • Communication Skills: Verbal and written communication skills.
  • Organization Skills: Organization skills.
  • Collaboration Skills: Collaboration and team skills.
  • Analytical Skills: Analytical and problem-solving skills.
What We Offer

We offer a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable, and accessible workplace and strive to help our employees grow and make an impact.