Client Service Analyst

BMO

Unknown, Unknown, US
Base: $45,000.00 - $83,000.00; bonus/equity: may i...
Onsite
3-5 years relevant experience
Post-secondary degree in related field
Proficiency in office and sales software
This role provides critical support and product expertise for the financial planning business development and sales delivered by wealth advisors

Job Summary

  • This role provides critical support and product expertise for the financial planning business development and sales delivered by wealth advisors.
  • The position requires taking ownership of client issues, collaborating with internal stakeholders, and ensuring alignment to deliver 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

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

Salary

Base: $45,000.00 - $83,000.00; 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

  • 3-5 years relevant experience
  • Post-secondary degree in related field
  • Proficiency in office and sales software
  • Strong verbal and written communication skills
  • In-depth analytical and problem-solving skills

Nice-to-have

  • Working towards financial planning designation
  • Willingness to explore beyond technical expertise
  • Ability to influence and recognize new opportunities
  • Creative thinking and solution proposal
  • Building effective stakeholder relationships

Key Requirements

  • 3-5 years of relevant experience
  • Post-secondary degree or equivalent combination
  • General knowledge of financial planning and wealth management
  • Proficiency in sales management software

Work Rights

Not specified

Tailored Resume

Cover Letter