Client Service Analyst

BMO

Minneapolis, MN, United States
Base: $45,000.00 - $83,000.00; bonus/equity: not s...
On-site
Client issue resolution
Financial plan reporting
Sales tracking and forecasting
BMO is seeking a Client Service Analyst in Minneapolis to provide support for financial planning and enhance client experiences. The role focuses on assisting private wealth advisors with market research, client communication, and administrative tasks to ensure a high standard of service

Job Summary

  • Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers.
  • Acts as the key service contact for clients, taking ownership of issues and collaborating to resolve them.
  • Meets high-quality service standards to maximize relationship retention and growth, while following risk and compliance processes.

Matching Summary

Match Score: 75

BMO is seeking a Client Service Analyst in Minneapolis to provide support for financial planning and enhance client experiences. The role focuses on assisting private wealth advisors with market research, client communication, and administrative tasks to ensure a high standard of service.

Salary

Base: $45,000.00 - $83,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • client issue resolution
  • financial plan reporting
  • sales tracking and forecasting
  • stakeholder relationship building
  • client service standards

Nice-to-have

  • creative problem solving
  • risk management framework
  • positive client rapport

Key Requirements

  • 3-5 years of relevant experience
  • Post-secondary degree or equivalent
  • General knowledge of financial planning
  • Proficiency in office and sales software
  • In-depth verbal & written communication skills
  • In-depth collaboration & team skills
  • In-depth analytical and problem solving skills
  • In-depth influence skills

Work Rights

Not specified

Tailored Resume

Cover Letter