assistant de service client, conseiller financier BMO
1 week ago
L'assistant de service client, conseiller financier chez BMO Financial Group est un rôle à temps plein qui nécessite une excellente capacité à communiquer avec les clients, une forte capacité analytique et une expérience dans la gestion des comptes financiers.
Rôle et responsabilités- Assister les conseillers en placement et leurs équipes pour atteindre les objectifs commerciaux
- Coordonner les activités marketing pour l'équipe de conseillers, y compris le site web, les médias sociaux et la reconnaissance des clients
- Traiter les demandes et les informations de routine des clients, notamment les déplacements de fonds, les problèmes technologiques et l'ouverture et la mise à jour de comptes
- Produire des rapports et documents pour les conseillers et les clients, selon les besoins
- Tenir à jour et organiser la base de données de la clientèle et les dossiers des clients
- Expérience professionnelle pertinente avec diplôme d'études postsecondaires dans un domaine connexe souhaitable
- Connaissances en exploitation d'une société de gestion de patrimoine et d'exploitation en succursale (service à la clientèle, services de fiducie, transferts de comptes, etc.)
- Connaissances des aspects opérationnels des produits traditionnels (actions, obligations, marché monétaire, fonds d'investissement) et des produits non traditionnels (produits gérés et produits à honoraires)
- Connaissance de la technologie, des applications et des logiciels utilisés dans le secteur de la planification financière et des placements
- Succession du Cours sur le commerce des valeurs mobilières au Canada et du Cours relatif au Manuel sur les normes de conduite
Le salaire est compris entre 32 700 $ et 48 600 $ par an. Les avantages incluent une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d'épargne-retraite.
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