Client Service Analyst

BMO

Los Angeles, CA, United States
Base: $54,000.00 - $99,600.00; bonus/equity: not s...
Onsite
Client experience enhancement
Financial planning business development
Private wealth advisor support
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 escalates per guidelines.
  • 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

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

Skills & Requirements

Must-have

  • Client experience enhancement
  • Financial planning business development
  • Private wealth advisor support
  • Client issue resolution
  • Internal stakeholder collaboration

Nice-to-have

  • Creative problem-solving
  • Proposing new solutions
  • Building client rapport
  • Instilling client confidence

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree or equivalent
  • General financial planning knowledge
  • Proficiency in office software
  • Comfortable exploring beyond technical expertise

Work Rights

Not specified

Tailored Resume

Cover Letter