Portfolio Assistant - Bmo Private Wealth

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.

• Meets high-quality service standards to maximize relationship retention and growth.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Analyzes data and information to provide insights and recommendations.
• Determines appropriate communication/service regarding all aspects of investing.
• Analyzes issues and determines next steps.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
• Maintain the schedule / calendar to coordinate customer meetings and office coverage.
• Expands the business growth potential of the team through telemarketing and outbound calls.
• 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).
• Broader work or accountabilities may be assigned as needed.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Organizes work information to ensure accuracy and completeness.
• Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
• Independently resolves client complaints in a timely and effective manner; escalates as required.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Coordinates marketing activities and sales material to support client / prospect conversations.
• Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
• Provides knowledge detailed information about products and services offered.
• 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.
• Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.

Qualifications:

• Collaboration & team skills - Good.
• Advanced knowledge of investment process and procedures.
• Organization skills - Good.
• 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.
• Relevant investment industry licensing for the designated jurisdiction / portfolio. (CSC is an asset)
• Verbal & written communication 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.
• Bilingual French & English
• Analytical and problem solving skills - Good.

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.

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

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.

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.