Client Service Analyst Investments

Bmousbenefits

Base: $54,000.00 - $99,600.00; bonus/equity: not s...
Onsite
Client relationship management
Financial planning knowledge
Sales support experience
The role focuses on providing exceptional client experiences in the financial planning sector

Job Summary

  • The role focuses on providing exceptional client experiences in the financial planning sector.
  • You will assist Wealth Advisors in market research and identifying prospective clients.
  • BMO offers a comprehensive benefits package including health insurance and retirement savings plans.

Matching Summary

The role focuses on providing exceptional client experiences in the financial planning sector.

Salary

Base: $54,000.00 - $99,600.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning knowledge
  • Sales support experience

Nice-to-have

  • Proficiency in office software
  • Ability to influence opportunities
  • Team collaboration skills

Key Requirements

  • 3-5 years of relevant experience
  • Post-secondary degree in related field
  • Working towards a financial planning designation

Work Rights

Not specified

Tailored Resume

Cover Letter