Client Service Coordinator
19 hours ago
Client Service Coordinator
About the Role:Job Summary: As a Client Service Coordinator, you will play a vital role in supporting the Investment Advisors and IA Team by providing exceptional client service, day-to-day administration, and helping to achieve business objectives.
Key Responsibilities:
- Coordinate marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
- 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, technology issues, and account opening and update, and follow up in a timely and confidential manner.
- 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, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- 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 the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- 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.
- Complete complex and diverse tasks within given rules/limits.
- Analyze issues and determine next steps; escalate as required.
- Broaden work or accountabilities may be assigned as needed.
- Typically between 1 – 2 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
- Knowledge of wealth management company and branch operations, including client services, trust services, account transfers, etc., is an asset.
- Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non-traditional (managed and fee-based) products is an asset.
- Familiarity with technology applications and software used in the financial planning and investment industry.
- Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam within 18 months from date of hire.
- Successful completion of the 30-day BMO NB Investment Representative Licensing Program.
- Basic specialized knowledge.
- Verbal and written communication skills – Good.
- Organization skills – Good.
- Collaboration and team skills – Good.
- Analytical and problem-solving skills – Good.
BMO Financial Group 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.
-
Client Services Coordinator
3 days ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob Summary:We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Paladin Technologies. As a key member of our client services department, you will play a critical role in supporting our operations team and ensuring seamless service delivery to our clients.Duties and Responsibilities:Prepare and process...
-
Client Services Coordinator
3 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob Summary: We are seeking a highly organized and detail-oriented Client Services Coordinator to support our client service and operations department. The successful candidate will be responsible for preparing service work orders, processing subcontractor invoices, and verifying customer pricing for materials and labor. Additionally, they will update and...
-
Client Services Coordinator
2 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Paladin Technologies. In this role, you will provide administrative support to our client services and operations department, ensuring seamless communication and efficient operations.Key ResponsibilitiesPrepare and process service work orders,...
-
Client Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to support our client service and operations department. This is a 6-month temporary position that requires excellent communication and interpersonal skills.ResponsibilitiesPrepare service work orders, including processing subcontractor invoices and verifying...
-
Client Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to support our client service and operations department. This is a 6-month temporary position that requires excellent communication and interpersonal skills.ResponsibilitiesPrepare service work orders, including processing subcontractor invoices and verifying...
-
Client Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to support our client service and operations department. This is a 6-month temporary position that requires excellent communication and problem-solving skills.Key ResponsibilitiesPrepare service work orders, process subcontractor invoices, and verify customer...
-
Client Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to support our client service and operations department. This is a 6-month temporary position that requires excellent communication and problem-solving skills.Key ResponsibilitiesPrepare service work orders, process subcontractor invoices, and verify customer...
-
Client Services Coordinator
3 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to support our client service and operations department. The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to work in a fast-paced environment.Responsibilities- Prepare service work orders, including processing...
-
Client Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to support our client service and operations department. This is a 6-month temporary position.Key ResponsibilitiesPrepare service work orders, process subcontractor invoices, and verify customer pricing for materials and labor.Finalize work orders for data...
-
Client Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to support our client service and operations department. This is a 6-month temporary position.Key ResponsibilitiesPrepare service work orders, process subcontractor invoices, and verify customer pricing for materials and labor.Finalize work orders for data...
-
Client Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Administrator to support our client service and operations department. This is a 6-month temporary position.Key ResponsibilitiesPrepare service work orders, process subcontractor invoices, and verify customer pricing for materials and labor.Finalize work orders for data...
-
Client Services Coordinator
3 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob Summary: We are seeking a highly organized and detail-oriented Client Services Administrator to support our client service and operations department. As a key member of our team, you will be responsible for providing exceptional customer service, processing invoices, and verifying customer pricing for materials and labor. Key Responsibilities:Prepare...
-
Client Services Coordinator
3 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob Summary: We are seeking a highly organized and detail-oriented Client Services Administrator to support our client service and operations department. As a Client Services Administrator, you will be responsible for supporting the client service and operations team with administrative tasks, including invoicing and billing, and external customer service...
-
Client Services Coordinator
3 weeks ago
Vancouver, British Columbia, Canada Paladin Technologies Full timeJob SummaryAs a Client Services Administrator at Paladin Technologies, you will play a vital role in supporting our client service and operations department. Your primary responsibilities will include invoicing and billing, as well as external customer service requests. This is a 6-month temporary position that requires strong administrative skills and...
-
Client Care Coordinator
3 weeks ago
Vancouver, British Columbia, Canada WELL Health Technologies Corp Full timeJob Title: Client Care CoordinatorAbout the Role:We are seeking a motivated and compassionate Client Care Coordinator to support our team in providing top-tier care and service to our clients. As a Client Care Coordinator, you will be responsible for ensuring a seamless client experience by managing front desk operations, handling client transactions, and...
-
Client Service Liaison
4 weeks ago
Vancouver, British Columbia, Canada Banfield Pet Hospital Full timeClient Service Coordinator Job SummaryAt Banfield Pet Hospital, we are seeking a highly skilled Client Service Coordinator to join our team. As a Client Service Coordinator, you will play a critical role in driving the flow of clients and pets through the hospital, maximizing the productivity of the veterinary medical team, and ensuring good communication...
-
Client Service Liaison
4 weeks ago
Vancouver, British Columbia, Canada Banfield Pet Hospital Full timeClient Service Coordinator Job SummaryAt Banfield Pet Hospital, we are seeking a highly skilled Client Service Coordinator to join our team. As a Client Service Coordinator, you will play a critical role in driving the flow of clients and pets through the hospital, maximizing the productivity of the veterinary medical team, and ensuring good communication...
-
Financial Services Coordinator
2 weeks ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeAt MDRT Financial Service Corp, we are seeking a highly organized and detail-oriented Financial Services Coordinator to support our team in delivering exceptional administrative services. The successful candidate will possess strong analytical and problem-solving skills, with the ability to prioritize tasks and manage multiple projects simultaneously.The...
-
Client Service Liaison
1 month ago
Vancouver, British Columbia, Canada Banfield Pet Hospital Full timeClient Service Coordinator Job SummaryAt Banfield Pet Hospital, we are seeking a highly skilled Client Service Coordinator to join our team. As a Client Service Coordinator, you will play a critical role in driving the flow of clients and pets through the hospital, maximizing the productivity of the veterinary medical team, and ensuring good communication...
-
Client Service Liaison
1 month ago
Vancouver, British Columbia, Canada Banfield Pet Hospital Full timeClient Service Coordinator Job SummaryAt Banfield Pet Hospital, we are seeking a highly skilled Client Service Coordinator to join our team. As a Client Service Coordinator, you will play a critical role in driving the flow of clients and pets through the hospital, maximizing the productivity of the veterinary medical team, and ensuring good communication...
