Wealth Client Experience Specialist

Bank N.A.; Moose Jaw; Presencial; CAD 34 000 - 57 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Resumo da oferta

Bank of Montreal Financial Group in Moose Jaw, Canada, seeks a client-focused associate to support Wealth Sales & Service. You will assist Investment Advisors and staff with day-to-day administration, client service, and growth of client relationships.

You will coordinate marketing activities for the advisory team, prepare for client meetings, handle routine client requests, and generate reports while maintaining client databases and ensuring compliance with policies.

Qualificações

• Verbal & written communication skills
• Organization skills
• Collaboration & team skills
• Analytical and problem solving skills
• Knowledge of wealth management company and branch operations is an asset
• Knowledge of traditional and non-traditional investment products is an asset
• Familiarity with technology applications used in financial planning/investment industry
• Must meet licensing and certification requirements for the branch/jurisdiction

Responsabilidades

• Coordinate marketing activities for the advisory team (website, social media, client events)
• Assist advisory team in preparing for client meetings and scheduling
• Handle day-to-day client requests (wires, transfers, account openings) and respond confidentially
• Generate reports for IAs and clients; maintain client databases/files
• Ensure tasks are assigned to team members and completed
• Provide technology support and answer policy/procedure questions
• Develop client relationships to retain and grow assets
• Support IAs with investment needs and service delivery
• Comply with risk, privacy, and regulatory requirements
• Maintain confidentiality of client and bank information

Conhecimentos

Communication skills

Organizational skills

Teamwork

Analytical thinking

Wealth management knowledge

Investment products knowledge

Tech literacy

Licensing requirements

Formação académica

Post-secondary degree

Descrição da oferta de emprego

Bank of Montreal Financial Group in Moose Jaw, Canada, seeks a client-focused associate to support Wealth Sales & Service. You will assist Investment Advisors and staff with day-to-day administration, client service, and growth of client relationships.

You will coordinate marketing activities for the advisory team, prepare for client meetings, handle routine client requests, and generate reports while maintaining client databases and ensuring compliance with policies.