Client Relationship Specialist

BMO

Pasadena, CA, United States
Base: $45,900.00 - $75,900.00; bonus/equity: may i...
Client relationship building
Financial and investment advice
Sales and service performance
Provides administrative and operational support for financial and investment planning to deliver an exceptional customer experience

Job Summary

  • Provides administrative and operational support for financial and investment planning to deliver an exceptional customer experience.
  • Contributes to business objectives by building and maintaining client relationships through acquisition and expanding business growth potential.
  • BMO offers a total compensation package that may include performance-based incentives, bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Provides administrative and operational support for financial and investment planning to deliver an exceptional customer experience.

Salary

Base: $45,900.00 - $75,900.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client relationship building
  • Financial and investment advice
  • Sales and service performance
  • Client acquisition and retention
  • Investment services knowledge
  • Risk and compliance adherence

Nice-to-have

  • Develop rapport and instill confidence
  • Maximize relationship retention and growth
  • Contribute to team's business objectives
  • Collaborative team player
  • Proactive problem solver

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree or equivalent
  • Advanced investment process knowledge
  • Advanced proprietary product knowledge
  • Relevant investment industry licensing
  • Good verbal and written communication skills
  • Good organization skills
  • Good collaboration and team skills
  • Good analytical and problem-solving skills

Work Rights

Not specified

Tailored Resume

Cover Letter