Client Relationship Specialist

BMO

Unknown, Unknown, US
Base: $41,714.00 - $65,000.00; bonus/equity: may i...
Advanced knowledge of investment process
Proprietary products and services expertise
Relevant investment industry licensing
The role focuses on delivering exceptional customer experience by providing administrative and operational support for financial and investment planning advice

Job Summary

  • The role focuses on delivering exceptional customer experience by providing administrative and operational support for financial and investment planning advice.
  • Employees are responsible for expanding business growth potential through telemarketing, outbound calls, and coordinating marketing activities.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role focuses on delivering exceptional customer experience by providing administrative and operational support for financial and investment planning advice.

Salary

Base: $41,714.00 - $65,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Advanced knowledge of investment process
  • Proprietary products and services expertise
  • Relevant investment industry licensing
  • Client acquisition through referrals
  • Telemarketing and outbound call execution

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to build rapport and trust with clients
  • Experience analyzing data for insights
  • Collaborative team player mindset
  • Proactive problem-solving abilities

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • Relevant investment industry licensing
  • Advanced knowledge of proprietary products

Work Rights

Not specified

Tailored Resume

Cover Letter