Client Service Assistant

BMO

Vernon, Canada
Base: $32,400.00 - $48,300.00; bonus/equity: eligi...
Exceptional client service delivery
Day-to-day administration
Client database maintenance
Supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service

Job Summary

  • Supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service.
  • Coordinates marketing activities, assists in preparing for client meetings, and handles general client requests and inquiries.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service.

Salary

Base: $32,400.00 - $48,300.00; Bonus/Equity: Eligible for monthly discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional client service delivery
  • Day-to-day administration
  • Client database maintenance
  • Risk and compliance adherence
  • Confidentiality of client information

Nice-to-have

  • Develop rapport and instill confidence
  • Collaborate within the market
  • Proactive client relationship management
  • Positive client experience promotion

Key Requirements

  • 1-2 years relevant experience
  • Post-secondary degree desirable
  • Knowledge of wealth management operations
  • Familiarity with financial industry software
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter