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Client Service Associate
2 months ago
BMO is seeking a highly skilled Client Service Associate to join our team. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and clients.
Key Responsibilities- Provide exceptional client service to support the achievement of business objectives.
- Coordinate marketing activities, including website and social media initiatives, to promote our services.
- Schedule and prepare client portfolio reviews, including setting up client calls and preparing reviews.
- Follow up on client inquiries, account maintenance, and new account set-ups.
- Resolve client complaints in a timely and effective manner.
- Accept and execute client-initiated trades and provide stock information as requested.
- Handle clients' general day-to-day requests and inquiries.
- Generate reports and documents for clients and Investment Advisors.
- Maintain and organize client databases and files.
- Monitor incoming and outgoing assets and notify Investment Advisors of required actions.
- Administer and process documentation related to client files and regulatory requirements.
- Ensure transactions and tasks are appropriately assigned to team members and completed.
- Mentor and coach new or junior team members.
- Provide support on technology issues and general inquiries.
- Gather and distribute information on updates to training, guidelines, and technology.
- Develop rapport and instill confidence with clients to promote a positive experience.
- Follow through on risk and compliance processes and policies.
- Typically between 3 – 5 years of relevant experience and/or certification in a related field.
- Advanced knowledge of investment processes and procedures.
- Advanced knowledge of administrative processes and procedures.
- Knowledge of compliance practices and regulations.
- Knowledge of proprietary products and services.
- Knowledge of trade processing rules.
- Successful completion of the Canadian Securities Course and Conduct and Practices Handbook.
- Current registration as an Investment Representative.
- 10 CO credits/Compliance training over a 2-year cycle.
BMO offers a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
We are committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives.
