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Portfolio Assistant - Bmo Private Wealth
Company | BMO |
Address | Montreal, Quebec, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-09-07 |
Posted at | 9 months ago |
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 and with business partners.
Qualifications:
- Independently resolves client complaints in a timely and effective manner; escalates as required.
- Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
- Organizes work information to ensure accuracy and completeness.
- Analyzes issues and determines next steps.
- Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
- Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
- Provides knowledge detailed information about products and services offered.
- 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).
- Maintain the schedule / calendar to coordinate customer meetings and office coverage.
- 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.
- Determines appropriate communication/service regarding all aspects of investing.
- Broader work or accountabilities may be assigned as needed.
- Expands the business growth potential of the team through telemarketing and outbound calls.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Meets high-quality service standards to maximize relationship retention and growth.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Coordinates marketing activities and sales material to support client / prospect conversations.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Qualifications:
- 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.
- Specialized knowledge.
- Collaboration & team skills - Good.
- 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. Canadian Securities Coursee preferred.
- Verbal & written communication skills - Good.
- Analytical and problem solving skills - Good.
- Organization skills - Good.
- Advanced knowledge of investment process and procedures.
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