Investment Client Services Associate — Growth & Insights

BMO; Kelowna; On-site; CAD 36,000 - 68,000; Full time

Job summary

A leading financial institution is seeking an individual for an administrative support role in the Wealth Sales & Service department. The ideal candidate will possess 2-3 years of experience, have advanced knowledge of investment procedures, and excellent communication skills. Responsibilities include managing client relationships and monitoring sales performance targets. This full-time position is located in Kelowna, Canada, offering a salary range of $36,600 to $67,500, along with health insurance and other benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Typically between 2-3 years of relevant experience.
• Advanced knowledge of investment process and procedures.
• Relevant investment industry licensing for the designated jurisdiction.

Responsibilities

• Identifies gaps and best practices through monitoring performance targets.
• Builds and maintains client relationships through internal and external sources.
• Coordinates marketing activities to support client conversations.

Skills

Verbal & written communication skills

Organization skills

Collaboration & team skills

Analytical and problem solving skills

Education

Post-secondary degree in related field or equivalent experience

Job description

A leading financial institution is seeking an individual for an administrative support role in the Wealth Sales & Service department. The ideal candidate will possess 2-3 years of experience, have advanced knowledge of investment procedures, and excellent communication skills. Responsibilities include managing client relationships and monitoring sales performance targets. This full-time position is located in Kelowna, Canada, offering a salary range of $36,600 to $67,500, along with health insurance and other benefits.