Overview
Client Service Assistant Jobs in Vancouver – British Columbia at BMO
Title: Client Service Assistant
Company: BMO
Location: Vancouver – British Columbia
Category: Finance & Banking
Address:885 West Georgia Street Job Family Group:
Wealth Sales & Service Supports one or more BMO Nesbitt Burns 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.
On-site role (not remote)
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 bas…
