Client Service Analyst

BMO

Winnetka, IL, United States
Base: $45,000.00 - $83,000.00; bonus/equity: not s...
Onsite
Client relationship management
Financial planning support
Sales proposal preparation
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 escalate them.
  • BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.

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: $45,000.00 - $83,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning support
  • Sales proposal preparation
  • Market research
  • Client issue resolution
  • Stakeholder collaboration

Nice-to-have

  • Creative problem-solving
  • Proposing new solutions
  • Building rapport and trust
  • Risk management framework application

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter