Investment Client Relations Specialist

BMO U.S.; La Crosse (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a capable professional to provide administrative and operational support for financial planning and advisory services. You will collaborate with the local team, identify performance gaps, and help grow client relationships through referrals and outbound outreach.

Responsibilities include preparing materials for client meetings, tracking metrics, and ensuring service excellence while complying with regulatory requirements.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree or equivalent.
• Advanced knowledge of investment processes and procedures.
• Licensing for the designated jurisdiction / portfolio.
• Knowledge of proprietary products and services to advise clients.
• Strong communication, organization and collaboration skills.

Responsibilities

• Identify gaps and opportunities by monitoring sales and service performance against plans.
• Build and maintain client relationships through internal and external referrals.
• Expand business growth via telemarketing and outbound calls.
• Coordinate marketing activities and sales materials for client conversations.
• Provide product/service information and investment guidance to clients.
• Resolve client complaints promptly and escalate when needed.
• Analyze data to provide insights and compile regular/ ad-hoc reports.
• Support investment client services with meeting materials and reviews.

Skills

Verbal & written communication

Analytical thinking

Problem solving

Organization skills

Collaboration & teamwork

Relationship building

Education

Bachelor's degree or equivalent

Job description

BMO Financial Group in the United States is seeking a capable professional to provide administrative and operational support for financial planning and advisory services. You will collaborate with the local team, identify performance gaps, and help grow client relationships through referrals and outbound outreach.

Responsibilities include preparing materials for client meetings, tracking metrics, and ensuring service excellence while complying with regulatory requirements.