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Client Service Representative
2 months ago
We are seeking a highly skilled and detail-oriented Client Service Representative to join our team at BMO. As a Client Service Representative, you will play a critical role in providing exceptional client service and support to our clients, while also contributing to the success of our Wealth Management team.
Key Responsibilities- Provide exceptional client service and support, including responding to client inquiries and resolving issues in a timely and professional manner.
- Assist in the coordination of marketing activities, including social media initiatives and client events.
- Prepare for client meetings, including scheduling appointments and gathering necessary information.
- Handle client requests and inquiries, including basic money movement and account opening.
- Generate reports and documents as requested, and process items for client accounts and files.
- Maintain and organize client database and files.
- Ensure transactions and tasks are appropriately assigned to team members and completed.
- Provide support to team members 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 client experience.
- Follow through on risk and compliance processes and policies to ensure the safeguarding of client assets and maintenance of client privacy.
- Typically between 1 – 2 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
- Knowledge of wealth management company and branch operations is an asset.
- Knowledge of operational aspects of traditional and non-traditional 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.
We offer 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, and we strive to help our employees grow and make an impact.
