Client Services Assistant

BMO
Toronto, Ontario, Canada
$38K a year
Full-time
We are sorry. The job offer you are looking for is no longer available.

Application Deadline :

05 / 02 / 2024

Address :

30 St. Clair Avenue West

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

  • Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
  • Assists the advisory team in preparing for client meetings, including scheduling appointments.
  • Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
  • Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
  • Maintains and organizes client database and client files.
  • Ensures transactions and tasks are appropriately assigned to team members and completed.
  • Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
  • Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
  • Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.
  • Maintains the confidentiality of client and Bank information.
  • Completes complex & diverse tasks within given rules / limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
  • Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
  • Familiarity with technology applications and software used in the financial planning and investment industry.
  • Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
  • Successful completion of 30-day BMO NB Investment Representative Licensing Program.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
  • Please note the base salary for this specific position in Toronto is $38,000

Grade : Job Category :

Job Category :

Individual Contributor / Collaborateur

We're here to help

At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.

By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers.

We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives.

Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

30+ days ago
Related jobs
Canadian Red Cross
Canada

Assistant Coordinator - Client Services. Support the Coordinator, Client Services in maintaining program standards and implementing quality control mechanisms. Respond to enquiries from clients, healthcare professionals, and the public. In the absence of Lead Client Service volunteer, schedule volun...

Chicago Title Canada
Ontario, CA

Maintain new and existing client relations, while providing exceptional customer service, including interacting with clients, answering client’s inquiries, taking, and following up on title insurance orders and effectively handling client concerns. Communicate with internal and external clients thro...

BMO
Toronto, Ontario

Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Generates reports and documents for IAs and clients as requested and processes items for client accounts and...

Promoted
Empower Employment Platform
Canada

Client Services/Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. A Benefit Representative helps families establish what company programs are the best fit for them. Present to families different b...

Promoted
Options Consulting Solutions
Toronto, Ontario

Executive Assistant – Partner Assistant – Toronto – Fulltime – In-office. We are seeking an experienced Executive Assistant to support one of our busy partners in their practice. Years of Executive Assistant Experience. As an Executive Assistant at our firm, you will have the opportunity to work clo...

Promoted
Prime Hires
Toronto, Ontario

Liaise with counterparts on other teams to coordinate workflow; participate in the development of agency-wide procedures, templates, and protocols for administrative functions to maintain consistency across all teams. Legal administrative support practices and their application in a quasi-judicial o...

Promoted
Regius Initiative
Toronto, Ontario

Regius is seeking a Customer Service Representatives to join our ever-growing team! You will represent internationally-known brands and partake in new customer acquisition. Sales and Customer service are pivotal to this role. Previous experience in sales, customer service, or other related fields an...

Promoted
Empire Life
Canada, Canada

Bilingual Customer Service Representative (12 month contract)Location: Anywhere in Canada Empire life is looking to hire a Bilingual Customer Service Representative to join our Retail Operations team!Why pursue this opportunityThe environment - we understand the importance of work-life balance and s...

ShareWord Global
Ontario, CA

OPPORTUNITYThe Executive Assistant will be working and reporting directly to the President of ShareWord Canada. The executive assistant will complete a broad range of administrative tasks, supporting day-to-day functions including coordinating travel, meeting minutes, office, email and calendar mana...

AWIN Group of Dealerships
Vaughan, Ontario

Part-Time Receptionist to join our amazing team!. As a Part-Time Receptionist you will hone your customer service and communication skills. The Receptionist is responsible for the dealerships telephone communications and reception. ...