Wealth Client Experience Analyst

bmo; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

BMO in San Francisco is seeking a Wealth Sales & Service professional to support financial planning, wealth management, and client servicing for a portfolio of clients and advisors. You will contribute to business development, client onboarding, and proactive relationship management.

The role emphasizes collaboration with wealth advisors, relationship managers, and internal/external stakeholders to drive growth and enhance client experiences.

Qualifications

• Typically 4–6 years of relevant experience with a post-secondary degree.
• In-depth knowledge of financial planning and wealth management.
• Proficiency in office software and sales management software.
• In-depth knowledge of Bank products, services and capabilities.

Responsibilities

• Oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs.
• Identifies and shares business development opportunities in the marketplace to help grow the overall market business.
• Builds a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value.
• Acts as the key service contact for clients.
• Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
• Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager.
• Understands and communicates emerging market trends in wealth management.
• Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.

Skills

Financial planning

Wealth management

Verbal & written communication

Collaboration & teamwork

Sales aptitude

Problem solving

Education

Post-secondary degree

Tools

Office software

Sales management software

Job description

BMO in San Francisco is seeking a Wealth Sales & Service professional to support financial planning, wealth management, and client servicing for a portfolio of clients and advisors. You will contribute to business development, client onboarding, and proactive relationship management.

The role emphasizes collaboration with wealth advisors, relationship managers, and internal/external stakeholders to drive growth and enhance client experiences.