Wealth Client Experience Specialist

Hispanic Alliance for Career Enhancement; Madison (WI); On-site; USD 41,714 - 77,500; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Job summary

BMO Financial Group is seeking a finance professional in Madison, WI to support wealth planning and client development. You will assist wealth advisors with proposals, research, and client communications to deliver exceptional service and drive growth.

The role emphasizes collaboration with internal teams, adherence to risk and compliance policies, and ongoing professional development in financial planning. A strong client-focus and problem-solving mindset are essential.

Qualifications

• Typically 3–5 years of relevant experience and a post-secondary degree in a related field.
• General knowledge of financial planning and wealth management.
• Proficiency in office software and sales management software.
• Willingness to pursue a financial planning designation.

Responsibilities

• Assists in preparing new business proposals or presentations to clients / prospects based upon their needs.
• Assists Wealth Advisors in market research of client and prospects.
• Identifies prospective clients with Wealth Advisors.
• Acts as the key service contact for clients.
• Takes ownership of client issues and collaborates with others to resolve or escalate per guidelines.
• Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager.
• Develops understanding of customer needs and communicates this to clients and prospects.
• Coordinates and executes activities for implementing strategic initiatives; tracks metrics and milestones.
• Builds relationships with internal/external stakeholders.

Skills

Financial planning

Wealth management

Communication skills

Team collaboration

Analytical thinking

Problem solving

Influence skills

Industry knowledge

Education

Post-secondary degree

Financial planning designation (in progress)

Tools

Office software

Sales management software

Job description

BMO Financial Group is seeking a finance professional in Madison, WI to support wealth planning and client development. You will assist wealth advisors with proposals, research, and client communications to deliver exceptional service and drive growth.

The role emphasizes collaboration with internal teams, adherence to risk and compliance policies, and ongoing professional development in financial planning. A strong client-focus and problem-solving mindset are essential.