Client Administrator

2 weeks ago

Vancouver, Canada BMO Financial Group Full time

885 West Georgia Street Vancouver British Columbia,V6C 3E8

Supports the delivery of an exceptional customer experience to Private Banking internal partners and clients. Provides a superior level of knowledge and professionalism and maintains the day to day operations of the office.
- Greets clients and internal partners and assists in the success of all lines of business.
- Supports the team by booking meetings and assisting with daily administrative activities such as reports, transaction keying, special projects.
- Ensure that transactions are keyed accurately and maintains a high level of integrity and compliance.
- Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
- Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Analyzes data and information to provide insights and recommendations.
- Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
- Provides timely, accurate service and support to Private Bankers by completing a wide variety of tasks.
- Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
- Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
- Participates in audits and compliance reviews as assigned.
- Identifies and escalates all irregularities and discrepancies to management.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Maintains the confidentiality of client and bank information.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Basic knowledge of loan and security documentation, including registration and renewal routine.
- Specialized knowledge.
- Verbal & written communication skills - Excellent.
- Organization skills - Excellent.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**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.

  • Client Services Administrator

    5 days ago

    Vancouver, Canada Clearline CPA Full time

    Clearline CPA is a mid-size accounting firm that serves clients throughout the Lower Mainland. When you join our team, you’ll be part of a vibrant, growing and tech-friendly firm that is always seeking out better ways to serve our clients and staff. We are looking for a Client Services Administrator to join our _**Vancouver**_ _**team**_! The role of the...

  • Administrator, Client Services

    1 week ago

    Vancouver, Canada Ascent Insurance Services Inc. Full time

    **About us** Ascent Insurance is a highly regarded boutique insurance firm in the executive life and employee benefits industry located downtown Vancouver, BC. We are dedicated to delivering excellence in everything we do (and having a little bit of fun too!). **Job Summary**: Our firm is seeking a professional and self-motivated Client Services...

  • Client Services Administrator

    1 day ago

    Vancouver, Canada Normac Full time

    **Client Services Administrator (Remote)** * Do you want to be part of the best Client Services team in the business? Then you may be the perfect match for Normac! * **About Us** Normac was founded in 1998 in Vancouver, with a mission to provide the highest quality and most progressive appraisal solutions in the business. At the core of our business is our...

  • Client Services Administrator

    2 weeks ago

    Vancouver, Canada Lifemark Health Group Full time

    **Client Services Administrator -Vancouver, BC (Permanent Full-time)** - Medical Office or Legal Assistant training is an asset._ As a Client Services Administrator you are the first point of contact for the company. You are passionate about your work and perform with a high level of energy, reliability and pride. You are an outgoing individual with...

  • Client Administrative Lead

    1 week ago

    Vancouver, Canada KPMG Full time

    Overview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Client Administration function is a vital part of the firm’s Business Enablement Services and is focused on achieving client service excellence by delivering...

  • Client Reports Administrator

    3 days ago

    Vancouver, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Client Service Administrator

    3 days ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    **Client Service Administrator** - Sector: Special Markets; Working Environment: In office with strict COVID procedures established; Location: Vancouver_ **Role description**: **Their key responsibilities and performance requirements are**: Support customer service team members with administrative processes and requests. Communicate with plan...

  • Client Services Administrator

    2 weeks ago

    Vancouver, Canada Normac Full time

    **Client Services Administrator (Remote)** Vancouver, British Columbia *Do you want to be part of the best Client Services team in the business? Then you may be the perfect match for Normac! * **About Us** Normac was founded in 1998 in Vancouver, with a mission to provide the highest quality and most progressive appraisal solutions in the business. At the...

  • Portfolio Administrator, Private Clients — Client Service Pro

    16 hours ago

    Vancouver, Canada Leith Wheeler Investment Counsel Ltd. Full time

    A financial services firm in Vancouver is seeking a Portfolio Administrator to support the Private Client team. The role involves ensuring a positive client experience, managing onboarding processes, and resolving inquiries. Ideal candidates have 5-7 years of administrative experience in finance, proficiency with tools like Excel and Salesforce CRM, and a...

  • Client Services

    1 week ago

    Vancouver, Canada Peak Resilience Full time

    **JOB TITLE**: Client Services & Administrative Coordinator (part-time) **REPORTS TO**: Administrative Director **LOCATION**: #601-808 Nelson Street, Vancouver *** **please note this is a client facing, in-office position** **HOURS**: Tuesday to Friday, 2:00-8:00pm Saturdays, 9:00-3:00pm - shifts/hours are flexible for the right...