Client Service Analyst

BMO

Madison, WI, United States
Base: $41,714.00 - $77,500.00; bonus/equity: not s...
On-site
Client issue resolution
Client relationship management
Financial planning support
BMO is seeking a Client Service Analyst in Madison, WI, to support wealth advisors and relationship managers in enhancing client experiences and driving business growth. The ideal candidate should have 3-5 years of relevant experience in financial planning or wealth management, along with excellent communication and collaboration skills

Job Summary

  • Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers.
  • Acts as the key service contact for clients, taking ownership of client issues and collaborating to resolve them.
  • Supports the achievement of the business plan within the designated territory/region and meets high-quality service standards.

Matching Summary

Match Score: 85

BMO is seeking a Client Service Analyst in Madison, WI, to support wealth advisors and relationship managers in enhancing client experiences and driving business growth. The ideal candidate should have 3-5 years of relevant experience in financial planning or wealth management, along with excellent communication and collaboration skills.

Salary

Base: $41,714.00 - $77,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client issue resolution
  • Client relationship management
  • Financial planning support
  • Sales and service expertise
  • Stakeholder alignment

Nice-to-have

  • Proactive service improvement
  • Risk management framework application
  • Creative problem solving

Key Requirements

  • 3-5 years of relevant experience
  • Post-secondary degree or equivalent experience
  • General knowledge of financial planning
  • Proficiency in office and sales management software
  • Working towards a financial planning designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter