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Client Service Associate, Private Wealth
2 months ago
We are seeking a highly skilled and experienced Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will be responsible for providing exceptional client service and support to our Investment Advisors and clients.
Key Responsibilities- Book meetings with new prospects and prepare introductory packages for the prospect/referral.
- Coordinate 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.
- Schedule and help prepare client portfolio reviews for the Investment Advisors, including setting up client calls, scheduling meetings, preparing reviews, and providing updates to the IA.
- Follow up on client inquiries, account maintenance, new accounts set-up, transfers, and remitting funds from registered and non-registered accounts upon client's request.
- Resolve client complaints in a timely and effective manner; escalate as required.
- Accept and execute client-initiated trades over the phone or in person and provide stock information as requested.
- Handle clients' general day-to-day requests and inquiries, including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follow up in a timely and confidential manner.
- Generate reports and documents for IAs and clients as requested and process items for client accounts and files.
- Maintain and organize client database and client files.
- Monitor incoming and outgoing assets and notify the IA of required actions to rebalance portfolios.
- Administer and process documentation related to client files and regulatory requirements.
- Monitor redocumentation of client accounts on regular cycles to ensure client information and documentation is up-to-date.
- Ensure transactions and tasks are appropriately assigned to team members and completed.
- Mentor and coach new or junior members to the team and branch.
- Provide team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gather and distribute information on updates to training, guidelines, technology, and other business-related information.
- Develop rapport and instill confidence with the client to develop credibility and promote a positive client experience.
- Follow 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.
- Protect the Bank's assets and clients' assets and comply with all regulatory, legal, and ethical requirements.
- Maintain the confidentiality of client and Bank information.
- Complete complex and diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyze issues and determine next steps.
- Broaden work or accountabilities may be assigned as needed.
- Typically between 3 – 5 years of relevant experience and/or certification in a 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 IAs.
- 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 Practices Handbook, and Wealth Management Essentials.
- Current registration as Investment Representative (IR).
- Specialized knowledge.
- Verbal and written communication skills – Good.
- Organization skills – Good.
- Collaboration and team skills – Good.
- Analytical and problem-solving skills – Good.
The salary range for this position is $33,400.00 - $61,700.00. The pay type is Salaried & Commission. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO's expected target for the first year in this position.
BMO's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit our website.
