Client Service Representative

4 weeks ago

Hamilton, Ontario, Canada BMO Full time
Job Summary

We are seeking a highly skilled and experienced Client Service Representative 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 day-to-day administration and client service to support the achievement of business objectives.
  • Coordinate marketing activities on behalf of the advisory team, including website and social media initiatives.
  • Schedule and prepare client portfolio reviews, including setting up client calls and preparing reviews.
  • Follow up on client inquiries, account maintenance, and new accounts set-up.
  • Resolve client complaints in a timely and effective manner.
  • Accept and execute client-initiated trades over the phone or in person.
  • Handle clients' general day-to-day requests and inquiries.
  • Generate reports and documents for IAs and clients as requested.
  • Maintain and organize client database and client files.
  • Monitor incoming and outgoing assets and notify IA of required actions.
  • Administer and process documentation related to client files and regulatory requirements.
  • Monitor redocumentation of client accounts on regular cycle.
  • 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 and general inquiries.
  • 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 risk and compliance processes and policies.
  • 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.
Requirements
  • Typically between 3 – 5 years of relevant experience and/or certification in 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 & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem-solving skills - Good.
What We Offer

We offer a competitive salary range of $35,000.00 - $64,900.00, as well as 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 inclusive work environment.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application today.

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