Client Service Representative
4 weeks ago
We are seeking a highly skilled and motivated Client Service Assistant to join our team at BMO Financial Group. As a Client Service Assistant, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and providing exceptional client service to achieve business objectives.
Key Responsibilities- Coordinate 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.
- Assist the advisory team in preparing for client meetings, including scheduling appointments.
- Handle clients' general day-to-day requests and inquiries, including basic money movement, technology issues, and account opening and updates, and follow up in a timely and confidential manner.
- 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.
- Ensure transactions and tasks are appropriately assigned to team members and completed.
- Provide team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gather and distribute information on updates to training, guidelines, technology, and other business-related information.
- Develop rapport and instill confidence with the client to develop credibility and promote a positive client experience.
- Follow through on 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.
- Protect the Bank's assets and clients' assets and comply with all regulatory, legal, and ethical requirements.
- Maintain the confidentiality of client and Bank information.
- Complete complex and diverse tasks within given rules/limits.
- Analyze issues and determine next steps; escalate as required.
- Typically between 1 – 2 years of relevant experience and post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
- Knowledge of wealth management company and branch operations (e.g., client services, trust services, account transfers, etc.) is an asset.
- Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non-traditional (managed and fee-based) products is an asset.
- Familiarity with technology applications and software used in the financial planning and investment industry.
- Basic specialized knowledge.
- Verbal and written communication skills – Good.
- Organization skills – Good.
- Collaboration and team skills – Good.
- Analytical and problem-solving skills – Good.
Please note that the base salary for this specific position in Edmonton is $38,000, and this role may be eligible to receive a monthly discretionary bonus.
Salary: $32,700.00 - $48,600.00
Pay Type: Salaried & Commission
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://www.bmo.com
We're here to help
At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience and broaden your skillset.
To find out more, visit us at https://www.bmo.com.
BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written, and fully executed agency agreement contract for service to submit resumes.
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