Client Relationship Specialist

BMO Financial Group

Pasadena, California, USA
Base: $45,900.00 - $75,900.00; bonus/equity: not s...
Client acquisition and retention
Investment services knowledge
Sales performance monitoring
The role involves providing administrative and operational support to enhance customer experience in financial planning

Job Summary

  • The role involves providing administrative and operational support to enhance customer experience in financial planning.
  • Candidates will work collaboratively to build and maintain client relationships, contributing to business growth.
  • BMO offers a comprehensive benefits package including health insurance and retirement savings plans.

Matching Summary

The role involves providing administrative and operational support to enhance customer experience in financial planning.

Salary

Base: $45,900.00 - $75,900.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • Client acquisition and retention
  • Investment services knowledge
  • Sales performance monitoring

Nice-to-have

  • Strong collaboration skills
  • Effective problem-solving abilities
  • Good verbal and written communication

Key Requirements

  • 2-3 years relevant experience
  • Investment industry licensing
  • Post-secondary degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter