Portfolio Coordinator

1 day ago

Halifax, Nova Scotia, Canada BMO Full time
Job Summary

We are seeking a highly skilled and motivated individual to join our team as a Portfolio Assistant. As a key member of our Wealth Sales and Service team, you will provide administrative and operational support to deliver exceptional customer experiences.

Key Responsibilities
  • Identify gaps and issues in sales and service performance, and contribute to the team's business objectives by building and maintaining client relationships.
  • Expand business growth potential through telemarketing and outbound calls, and coordinate marketing activities and sales materials to support client conversations.
  • Provide detailed information about products and services offered, and determine appropriate communication and service regarding all aspects of investing.
  • Independently resolve client complaints in a timely and effective manner, and escalate as required.
  • Keep current with investment services marketplace, products, and service offerings, and the legal and regulatory environment for the industry.
  • Coordinate and execute specific activities for the implementation of strategic initiatives, including tracking metrics and milestones.
  • Analyze data and information to provide insights and recommendations, and gather and format data into regular and ad-hoc reports and dashboards.
  • Provide specialized support related to investment client services, including preparing information for client meetings and annual reviews.
  • Ensure client needs are met or exceeded, and manage requests in accordance with established policies and procedures.
  • Maintain the schedule and calendar to coordinate customer meetings and office coverage.
  • Meet high-quality service standards to maximize relationship retention and growth.
  • Develop rapport and instill confidence with clients to develop credibility and earn their trust.
  • Organize work information to ensure accuracy and completeness, and follow through on risk and compliance processes and policies.
  • Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements.
Qualifications
  • Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Advanced knowledge of investment process and procedures, and proprietary products and services.
  • Relevant investment industry licensing for the designated jurisdiction or portfolio.
  • Specialized knowledge and skills, including verbal and written communication, organization, collaboration, analytical, and problem-solving skills.
What We Offer

We offer a competitive salary range of $35,700.00 - $66,100.00, 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, and we strive to help our employees grow and make an impact. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

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