Client Service Analyst

BMO Financial Group

New York, NY, US
Base: $63,300.00 - $117,200.00; bonus/equity: may ...
Onsite
4-6 years relevant experience
In-depth knowledge of financial planning
Proficiency in office software
The role provides support and product expertise for the financial planning business development and sales delivered by private wealth advisors

Job Summary

  • The role provides support and product expertise for the financial planning business development and sales delivered by private wealth advisors.
  • Candidates are expected to build relationship development plans to maximize client lifetime value while ensuring an exceptional client experience.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role provides support and product expertise for the financial planning business development and sales delivered by private wealth advisors.

Salary

Base: $63,300.00 - $117,200.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 4-6 years relevant experience
  • In-depth knowledge of financial planning
  • Proficiency in office software
  • Strong verbal and written communication skills
  • Data driven decision making capabilities

Nice-to-have

  • Certified Financial Planner designation preferred
  • Willingness to influence new opportunities
  • Ability to explore beyond technical expertise
  • Collaborative team player mindset

Key Requirements

  • Post-secondary degree in related field
  • 4-6 years of relevant experience
  • Preferred Certified Financial Planner certification

Work Rights

Not specified

Tailored Resume

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