Client Service Analyst Investments

BMO

Multiple Locations
Base: $54,000.00 - $99,600.00; bonus/equity: not s...
Onsite
Exceptional client experience
Financial planning business development
Wealth advisor support
Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers

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 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 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

  • Exceptional client experience
  • Financial planning business development
  • Wealth advisor support
  • Client issue ownership
  • Internal stakeholder collaboration

Nice-to-have

  • Creative problem solving
  • Develop rapport and trust
  • Propose new solutions
  • Influence new business opportunities

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree or equivalent
  • General financial planning knowledge
  • Proficiency in office software
  • Verbal and written communication skills
  • Collaboration and team skills
  • Analytical and problem solving skills
  • Influence skills

Work Rights

Not specified

Tailored Resume

Cover Letter