Client Service Analyst

BMO

Milwaukee, WI, United States
$41,714.00 - $77,500.00; not specified; health ins...
Onsite
Client experience enhancement
Financial planning support
Client issue resolution
Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers

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 client issues and collaborating with others to resolve or escalate them.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers.

Salary

$41,714.00 - $77,500.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • Client experience enhancement
  • Financial planning support
  • Client issue resolution
  • Stakeholder relationship building
  • Risk and compliance adherence

Nice-to-have

  • Creative problem-solving
  • Proactive business development
  • Client rapport building

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree or equivalent
  • General financial planning knowledge
  • Proficiency in office software
  • Verbal & written communication skills
  • Collaboration & team skills
  • Analytical and problem solving skills
  • Influence skills

Work Rights

Not specified

Tailored Resume

Cover Letter