Client Service Associate
4 weeks ago
We are seeking a highly skilled and experienced Client Service Associate to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in providing exceptional client service and support to our Investment Advisors and clients.
Key Responsibilities- Provide administrative support to Investment Advisors, including scheduling meetings, preparing client reviews, and coordinating marketing activities.
- Manage client inquiries, account maintenance, and transactions, ensuring timely and effective resolution of client complaints.
- Assist with client onboarding, including setting up new accounts, processing transfers, and remitting funds.
- Generate reports and documents for clients and Investment Advisors, as required.
- Maintain accurate and up-to-date client records and databases.
- Monitor and report on client portfolio performance, identifying opportunities for rebalancing and optimization.
- Collaborate with the team to develop and implement strategies to improve client satisfaction and retention.
- Stay up-to-date with regulatory requirements and industry developments, ensuring compliance with all relevant laws and regulations.
- 3-5 years of experience in a related field, preferably in wealth management or financial services.
- Advanced knowledge of investment processes, procedures, and products.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to work independently and as part of a team.
- Proficiency in Microsoft Office and other relevant software applications.
- Current registration as an Investment Representative (IR) and completion of the Canadian Securities Course and Conduct and Practices Handbook.
BMO offers a competitive salary range of $35,000 to $64,900, as well as a monthly discretionary bonus. We also offer a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
At BMO, we are committed to creating a diverse and inclusive workplace that values and respects the contributions of all employees. We strive to provide a work environment that is free from harassment and discrimination, and where all employees feel valued, respected, and heard.
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Client Service Associate
4 weeks ago
Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide administrative support to Investment Advisors,...
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Client Service Associate
4 weeks ago
Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide administrative support to Investment Advisors,...
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Client Service Associate
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Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide administrative support to Investment Advisors,...
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Client Service Associate
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Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide administrative support to Investment Advisors,...
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