Client Service Associate

BMO

Antigonish, Canada
Base: $34,200.00 - $63,000.00; bonus/equity: month...
Exceptional client service delivery
Manage and grow client relationships
Process client inquiries and transactions
Supports one or more Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives

Job Summary

  • Supports one or more Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
  • This client-focused role is committed to managing and growing client relationships through the delivery of service and advice, with potential for additional discretionary compensation.
  • BMO offers a comprehensive total compensation package which may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Supports one or more Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

Salary

Base: $34,200.00 - $63,000.00; Bonus/Equity: Monthly discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional client service delivery
  • Manage and grow client relationships
  • Process client inquiries and transactions
  • Maintain client database and files
  • Adhere to risk and compliance policies
  • Safeguard customer assets and privacy

Nice-to-have

  • Develop rapport and instill confidence
  • Collaborate within the market and BMO partners
  • Mentor and coach junior team members
  • Proactive in identifying client needs

Key Requirements

  • 3-5 years relevant experience
  • Advanced knowledge of investment process
  • Advanced knowledge of administrative procedures
  • Advanced knowledge of proprietary products
  • Knowledge of compliance practices
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter