What are the responsibilities and job description for the Client relationship position at Bank Of Montreal?
Client Relationship Specialist
Locations : Newport Beach, CA, USA; Pasadena, CA, USA
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.
Time Type : Full time
Posted on : Posted 3 Days Ago
Job Requisition ID : R240028183
Application Deadline : 11 / 21 / 2024
Address : 4400 MacArthur Blvd.
Job Family Group : Wealth Sales & Service
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience.
- Identifies gaps, issues, and best practices through monitoring of sales and service performance targets against plans.
- Contributes to the team’s business objectives by building and maintaining client relationships through client acquisition from internal referrals and external sources.
- Expands the business growth potential of the team through telemarketing and outbound calls.
- Coordinates marketing activities and sales material to support client / prospect conversations.
- Provides knowledge and detailed information about products and services offered.
- Determines appropriate communication / service regarding all aspects of investing.
- Independently resolves client complaints in a timely and effective manner; escalates as required.
- Keeps current with investment services marketplace, products, and service offerings.
- Coordinates and executes specific activities for the implementation of strategic initiatives.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Provides specialized support related to investment client services including preparing information for client meetings.
- Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
- Maintains the schedule / calendar to coordinate customer meetings and office coverage.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with clients.
- Organizes work information to ensure accuracy and completeness.
- Follows through on risk and compliance processes and policies.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Completes complex and diverse tasks within given rules / limits.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications :
- Must have obtained The Securities Industry Essentials (SIE) License.
- Typically between 2 - 3 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
- Advanced knowledge of investment process and procedures.
- Advanced knowledge of proprietary products and services.
- Relevant investment industry licensing for the designated jurisdiction / portfolio.
- Specialized knowledge.
- Good verbal & written communication skills.
- Good organization skills.
- Good collaboration & team skills.
- Good analytical and problem-solving skills.
Salary : $45,900.00 - $73,700.00
Pay Type : Salaried
The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
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.
As a member of the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact.
BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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Last updated : 2024-11-14
Salary : $45,900 - $73,700
