Wealth Client Growth & Relations Specialist

BMO; Washington; 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 Washington state is seeking a Wealth Sales & Service professional to provide administrative and operational support for financial planning and advice, ensuring an exceptional client experience.

The role includes monitoring performance, cultivating client relationships, coordinating marketing, and delivering timely data, reports, and insights while adhering to risk and regulatory requirements.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or equivalent
• Advanced knowledge of investment process and procedures
• Advanced knowledge of proprietary products and services to identify client needs

Responsibilities

• Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
• Builds and maintains client relationships through client acquisition from internal referrals and external sources.
• Expands business growth through telemarketing and outbound calls.
• Coordinates marketing activities and sales material to support client conversations.
• Provides knowledge about products and services offered and investment-related communications.
• Ensures client needs are met per policies and procedures.
• Maintains calendar and coordinates customer meetings and office coverage.
• Develops rapport to earn client trust and confidence.
• Complies with risk and regulatory requirements to safeguard assets.

Skills

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical skills

Problem solving

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Washington state is seeking a Wealth Sales & Service professional to provide administrative and operational support for financial planning and advice, ensuring an exceptional client experience.

The role includes monitoring performance, cultivating client relationships, coordinating marketing, and delivering timely data, reports, and insights while adhering to risk and regulatory requirements.