Highly Skilled Client Support Specialist

19 hours ago

London, Ontario, Canada Bank of Montreal Full time

Job Summary:

We are seeking a highly skilled Client Support Specialist to join our team. In this role, you will provide exceptional client service and support to achieve business objectives.

About the Role:

  • Support one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration.
  • 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.
  • Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
  • Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.
  • Resolves client complaints in a timely and effective manner.
  • Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
  • 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.
  • Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
  • Administers and processes documentation related to client files and regulatory requirements.
  • Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
  • Mentors and coaches new or junior members to the team and branch.
  • 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.
  • Follows 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.

Salary Range: $65,000 - $90,000 per year

About Us:

BMO Financial Group is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

What We Offer:

  • A competitive salary range of $65,000 - $90,000 per year.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • Ongoing training and development opportunities to help you grow your skills and career.
  • A collaborative and supportive work environment that encourages teamwork and open communication.

How to Apply:

If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, please submit your application. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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