Client Relationship Specialist

Qualifications
Must have obtained The Securities Industry Essentials (SIE) License
Typically between 2 - 3 years of relevant experience and post-secondary degree in 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 in order to identify potential products and services to client needs and advise members of the team
Relevant investment industry licensing for the designated jurisdiction / portfolio
Specialized knowledge
Verbal & written communication skills - Good
Organization skills - Good
Collaboration & team skills - Good
Analytical and problem solving skills - Good
Benefits
$41,715.00 - $67,000.00
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
Salaries for part-time roles will be pro-rated based on number of hours regularly worked
For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position
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
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Responsibilities
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience
Works collaboratively within the assigned team / branch and with business partners
Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans
Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives)
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 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 and the legal and regulatory environment for the industry
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones
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 issue including preparing information for client meetings, annual reviews, etc
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures
Maintain 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 the client to develop credibility and earn their trust
Organizes work information to ensure accuracy and completeness
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 ensures an effectively run branch
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
Analyzes issues and determines next steps
Broader work or accountabilities may be assigned as needed
We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs
Job description
Application Deadline:

02/18/2025

Address:
12000 Washington St.

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. Works collaboratively within the assigned team / branch and with business partners.
• Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
• Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
• 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 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 and the legal and regulatory environment for the industry.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• 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 issue including preparing information for client meetings, annual reviews, etc.
• Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
• Maintain 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 the client to develop credibility and earn their trust.
• Organizes work information to ensure accuracy and completeness.
• 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 ensures an effectively run branch.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• 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 post-secondary degree in 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 in order to identify potential products and services to client needs and advise members of the team.
• Relevant investment industry licensing for the designated jurisdiction / portfolio.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary:

$41,715.00 - $67,000.00

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. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, *** (including pregnancy, childbirth, or related medical conditions), ****** orientation, gender identity, gender expression, transgender status, ****** stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

United States
Colorado
Thornton Show on map Get directions