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Client Service Representative
2 months ago
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 activities on behalf of the advisory team, including website and social media initiatives, client recognition for meaningful life events, and the planning of client events.
- Assist the advisory team in preparing for client meetings, including scheduling appointments.
- Handle clients' general day-to-day requests and inquiries, including basic money movement, technology issues, and account opening and updates.
- 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.
- Ensure transactions and tasks are appropriately assigned to team members and completed.
- 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.
- Analyze issues and determine next steps; escalate as required.
- Typically between 1 – 2 years of relevant experience and post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
- Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset.
- Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non-traditional (managed and fee-based) products is an asset.
- Familiarity with technology applications and software used in the financial planning and investment industry.
- Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
- Successful completion of 30-day BMO NB Investment Representative Licensing Program.
- Basic specialized knowledge.
- Verbal and written communication skills - Good.
- Organization skills - Good.
- Collaboration and team skills - Good.
- Analytical and problem-solving skills - Good.
