Client Service Representative
3 days ago
We are seeking a highly skilled and motivated Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and clients with day-to-day administration and exceptional client service.
Responsibilities- Coordinate marketing activities on behalf of the advisory team, including website and social media initiatives.
- 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 and technology issues.
- 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 and general inquiries and escalations related to policies and procedures.
- 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 to ensure we safeguard our customers' assets and maintain their privacy.
- Typically between 1 – 2 years of relevant experience and post-secondary degree in a related field of study.
- Knowledge of wealth management company and branch operations is an asset.
- Familiarity with technology applications and software used in the financial planning and investment industry.
- Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook exam within 18 months from date of hire.
BMO offers 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 inclusive work environment.
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Client Service Representative
3 weeks ago
Edmonton, Alberta, Canada BMO Full timeJob Summary: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 branch operations.Key Responsibilities:Coordinate marketing activities on behalf of the advisory team, including...
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Client Service Representative
2 weeks ago
Edmonton, Alberta, Canada BMO Full timeJob Summary: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 branch operations.Key Responsibilities:Coordinate marketing activities on behalf of the advisory team, including...
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Customer Service Representative
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Customer Service Representative
2 weeks ago
Edmonton, Alberta, Canada Alta Appliance Service Full timeAbout the RoleWe are seeking a highly skilled and organized Customer Service Representative to join our team at Alta Appliance Service. As an Order Desk Agent, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Respond to customer inquiries and provide information on our...
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Customer Service Representative
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Customer Service Representative
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Edmonton, Alberta, Canada Alta Appliance Service Full timeJob SummaryWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Alta Appliance Service. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may arise.Key ResponsibilitiesSupervise...
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Customer Service Representative
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Customer Service Representative
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Customer Service Representative
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Customer Service Representative
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Edmonton, Alberta, Canada Alta Appliance Service Full timeAbout the RoleWe are seeking a highly skilled and organized Customer Service Representative to join our team at Alta Appliance Service. As an Order Desk Agent, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Answer customer inquiries and provide information on our services...
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Customer Service Representative
2 weeks ago
Edmonton, Alberta, Canada Alta Appliance Service Full timeAbout the RoleWe are seeking a highly skilled and organized Customer Service Representative to join our team at Alta Appliance Service. As an Order Desk Agent, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Answer customer inquiries and provide information on our services...
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Client Service Representative
10 hours ago
Edmonton, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and clients with day-to-day administration and exceptional client service.ResponsibilitiesCoordinate marketing activities on behalf...
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Client Service Representative
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Edmonton, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and clients with day-to-day administration and exceptional client service.ResponsibilitiesCoordinate marketing activities on behalf...
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Customer Service Representative
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Edmonton, Alberta, Canada Alta Appliance Service Full timeAbout the RoleWe are seeking a highly skilled and organized Customer Service Representative to join our team at Alta Appliance Service. As an Order Desk Agent, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Respond to customer inquiries and provide information on our...
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Customer Service Representative
2 weeks ago
Edmonton, Alberta, Canada Alta Appliance Service Full timeAbout the RoleWe are seeking a highly skilled and organized Customer Service Representative to join our team at Alta Appliance Service. As an Order Desk Agent, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Respond to customer inquiries and provide information on our...
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