Client Service Associate

3 days ago

Calgary, Alberta, Canada BMO Full time
Job Summary

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 supporting the achievement of business objectives.

Key Responsibilities
  • Provide exceptional client service to support the achievement of business objectives.
  • Coordinate marketing activities on behalf of the advisory team, including website, social media initiatives, and client recognition for meaningful life events.
  • Schedule and prepare client portfolio reviews for the Investment Advisors, including setting up client calls, scheduling meetings, and providing updates.
  • Follow up on client inquiries, account maintenance, new accounts set-up, transfers, and remitting funds from registered and non-registered accounts.
  • Resolve client complaints in a timely and effective manner, escalating 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, 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.
  • Monitor incoming and outgoing assets and notify 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 cycle 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.
Requirements
  • 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 IA(s).
  • 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 and Practices Handbook.
  • Current registration as Investment Representative (IR).
  • 10 CO credits/Compliance training over a 2-year cycle to meet Mandatory IIROC Continuing Education requirement.
  • Specialized knowledge.
  • Verbal and written communication skills - Good.
  • Organization skills - Good.
  • Collaboration and team skills - Good.
  • Analytical and problem-solving skills - Good.
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 also offer opportunities for professional growth and development, as well as a collaborative and dynamic work environment.

Please note that the salary for this position is $40,000, and this role may be eligible to receive a monthly discretionary bonus.

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