Private Wealth Client Service Specialist

BMO Financial Group; Laval (administrative region); On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution in Laval, Quebec, is seeking a Client Service representative to support the Banking Client Service Team. This role involves delivering exceptional service to private banking clients by addressing their needs and providing knowledgeable assistance. Candidates should have 2-3 years of relevant experience and be bilingual in French and English. The position offers a salary range of $38,500 to $71,000, along with performance-based incentives and benefits including health insurance and retirement savings plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• 2 – 3 years of relevant experience.
• Must meet licensing requirements.
• Working knowledge of personal and commercial credit products.

Responsibilities

• Assists in preparing business proposals for clients.
• Identifies customer needs and matches products.
• Takes ownership of client inquiries and ensures resolution.

Skills

Bilingualism French and English

Verbal & written communication skills

Organization skills

Collaboration & team skills

Analytical and problem-solving skills

Education

Post-secondary degree in related field

Job description

A leading financial institution in Laval, Quebec, is seeking a Client Service representative to support the Banking Client Service Team. This role involves delivering exceptional service to private banking clients by addressing their needs and providing knowledgeable assistance. Candidates should have 2-3 years of relevant experience and be bilingual in French and English. The position offers a salary range of $38,500 to $71,000, along with performance-based incentives and benefits including health insurance and retirement savings plans.