Client Service Representative
1 day ago
We are seeking a highly skilled and detail-oriented Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales & Service team, you will provide exceptional client service and support to our Investment Advisors and clients.
Key Responsibilities- Coordinate marketing activities, including website and social media initiatives, to promote our advisory team and services.
- Assist with client meetings, including scheduling appointments and preparing necessary materials.
- Handle client inquiries and requests, including basic money movement, technology issues, and account opening and updates.
- Generate reports and documents as requested and process items for client accounts and files.
- Maintain and organize client database and files.
- Ensure transactions and tasks are assigned and completed by team members.
- Provide technical support and training to team members.
- Gather and distribute information on updates to training, guidelines, technology, and business-related information.
- Develop strong relationships with clients to promote a positive experience and credibility.
- Follow risk and compliance processes to safeguard client assets and maintain confidentiality.
- Typically 1-2 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
- Knowledge of wealth management company operations and 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 Conduct and Practices Handbook exam within 18 months of hire.
- Basic specialized knowledge and strong communication, organization, and analytical skills.
BMO offers a competitive salary, a monthly discretionary bonus, and a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
We are committed to an inclusive, equitable, and accessible workplace, where everyone has the opportunity to grow and succeed.
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Client Service Representative
1 week 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
1 week 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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