Client Service Liaison

4 days ago

Sault Ste Marie, Ontario, Canada BMO Full time
About the Role

We are seeking a skilled Client Service Assistant to join our team at BMO. In this role, you will provide exceptional client service to support achievement of business objectives, while maintaining a high level of accuracy and attention to detail.

Key Responsibilities
  • Coordinates 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.
  • Assists the advisory team in preparing for client meetings, including scheduling appointments.
  • Handles clients' general day-to-day requests and inquiries, including basic money movement, technology issues, and account opening and updates.
  • Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
  • Maintains and organizes client database and client files.
  • Ensures transactions and tasks are appropriately assigned to team members and completed.
  • Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
  • Gathers and distributes information on updates to training, guidelines, technology, and other business-related information.
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
  • Follows through on the risk and compliance processes and policies to ensure the safeguarding of customers' assets, maintenance of their privacy, acting in their best interests, and ensuring an effectively run branch.
  • Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.
  • Maintains the confidentiality of client and Bank information.
  • Completes complex and diverse tasks within given rules and limits.
  • Analyzes issues and determines next steps; escalates as required.
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 (e.g. 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 will be required within 18 months from date of hire.
  • Successful completion of 30-day BMO NB Investment Representative Licensing Program.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem-solving skills - Good.

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