Senior Client Service Associate, Private Wealth

Bmogamretailbriefcase

Toronto, Ontario, Canada
Base: $35,900.00 - $66,300.00; bonus/equity: subst...
Exceptional client service delivery
Managing and growing client relationships
Client portfolio review preparation
Supports Investment Advisors and Private Wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives

Job Summary

  • Supports Investment Advisors and Private Wealth 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, including coordinating marketing activities and planning client events.
  • BMO offers a substantial fixed monthly bonus, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans as part of its total compensation package.

Matching Summary

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

Salary

Base: $35,900.00 - $66,300.00; Bonus/Equity: substantial fixed monthly bonus; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional client service delivery
  • Managing and growing client relationships
  • Client portfolio review preparation
  • Resolving client complaints effectively
  • Executing client-initiated trades
  • Maintaining client database and files
  • Following risk and compliance processes

Nice-to-have

  • Developing rapport and instilling confidence
  • Collaborating within the market and with partners
  • Mentoring and coaching junior team members
  • Proactive communication and problem-solving

Key Requirements

  • 5-7 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