Client Service Representative

5 days ago

St John's, Newfoundland and Labrador, Canada BMO Full time
Job Overview

BMO Financial Group is a leading financial institution committed to delivering exceptional client experiences. We are seeking a highly skilled Client Service Assistant to join our team in St-John's, NL.

Compensation Package

The successful candidate will receive a competitive salary of $40,000.00 per year, with the potential for additional discretionary bonus. Our total compensation package includes performance-based incentives, as well as other perks and rewards.

Key Responsibilities
  • Provide exceptional client service to support the achievement of business objectives.
  • 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.
Required Skills and Qualifications
  • Typically between 1 – 2 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Familiarity with technology applications and software used in the financial planning and investment industry.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem-solving skills - Good.
Benefits

We offer a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Our employees also enjoy opportunities for professional growth and development.

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