Client Service Associate

BMO

Halifax, Canada
$34,200.00 - $63,000.00; monthly discretionary bon...
Exceptional client service delivery
Manage and grow client relationships
Client inquiries and account maintenance
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.
  • A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.
  • BMO offers 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

$34,200.00 - $63,000.00; Monthly discretionary bonus; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional client service delivery
  • Manage and grow client relationships
  • Client inquiries and account maintenance
  • Resolve client complaints effectively
  • Execute client-initiated trades
  • Maintain client database and files

Nice-to-have

  • Develop rapport and instill confidence
  • Collaborate within the market and community
  • Mentor and coach junior team members
  • Proactive risk management

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 and regulations
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter