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Client Service Associate
1 month ago
We are seeking a highly skilled and experienced Client Service Associate to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in providing exceptional client service and support to our Investment Advisors and clients.
Key Responsibilities- Provide administrative support to Investment Advisors, including scheduling meetings, preparing client reviews, and coordinating marketing activities.
- Manage client inquiries, account maintenance, and transactions, ensuring timely and effective resolution of client complaints.
- Assist with client onboarding, including setting up new accounts, processing transfers, and remitting funds.
- Generate reports and documents for clients and Investment Advisors, as required.
- Maintain accurate and up-to-date client records and databases.
- Monitor and report on client portfolio performance, identifying opportunities for rebalancing and optimization.
- Collaborate with the team to develop and implement strategies to improve client satisfaction and retention.
- Stay up-to-date with regulatory requirements and industry developments, ensuring compliance with all relevant laws and regulations.
- 3-5 years of experience in a related field, preferably in wealth management or financial services.
- Advanced knowledge of investment processes, procedures, and products.
- Excellent communication, organizational, and analytical skills.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- Strong attention to detail and accuracy, with a focus on delivering high-quality results.
- Ability to maintain confidentiality and handle sensitive client information.
BMO offers a competitive salary range of $35,000 - $64,900, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans. We also offer opportunities for professional development and growth, as well as a dynamic and supportive work environment.
