Administrative Coordinator
2 weeks ago
We are seeking a highly skilled and motivated Client Service Associate to join our team at BMO. The successful candidate will provide exceptional client service, support Advisory Teams with day-to-day administration, and process transactions efficiently.
Key Responsibilities- Coordinate marketing activities on behalf of the advisory team, including website, social media initiatives, and client recognition.
- Schedule and prepare client portfolio reviews, including setting up client calls, meetings, and reviews.
- Follow up on client inquiries, account maintenance, new accounts set-up, and transfer funds from registered and non-registered accounts.
- Resolve client complaints in a timely and effective manner, escalating as required.
- Accept and execute client-initiated trades over the phone or in person and provide stock information as requested.
- Handle clients' general day-to-day requests and inquiries, including basic money movement, technology issues, and account opening and update.
- 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.
- Monitor incoming and outgoing assets and notify IA of required actions to rebalance portfolios.
- Administer and process documentation related to client files and regulatory requirements.
- Monitor redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
- Assist in ensuring transactions and tasks are appropriately assigned to team members and completed where required.
- Typically between 3 – 5 years of relevant experience and/or certification in a related field of study or an equivalent combination of education and experience.
- Knowledge of investment process and procedures.
- Knowledge of investment products and services is preferred.
- Knowledge of compliance practices and regulations.
- Knowledge of Financial/Retirement planning.
- Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.
- Current Investment Representative registration or requirement to fulfill registration requirements to become an Investment Representative (IR).
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