Client Service Representative
3 weeks ago
Job Summary:
We are seeking a highly skilled Client Service Representative to join our team at BMO. As a Client Service Representative, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and providing exceptional client service.
Key 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.
Qualifications:
- 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 is an asset.
- Knowledge of operational aspects of traditional and non-traditional products 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 will be required within 18 months from date of hire.
- Successful completion of the 30-day BMO NB Investment Representative Licensing Program.
What We Offer:
BMO offers a competitive salary range of $32,700.00 - $48,600.00 and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
About BMO:
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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