Wealth Client Relations Specialist

BMO; Onalaska (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 seeks a Wealth Sales & Service Professional in the United States. The role supports investment planning and client servicing within a collaborative team, focusing on relationship building and advisory support.

Responsibilities include driving client acquisition, coordinating marketing efforts, and maintaining high service standards while adhering to risk and regulatory requirements. The position offers salary-based compensation and comprehensive benefits.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree or equivalent.
• Advanced knowledge of investment processes and procedures.
• Advanced knowledge of proprietary products and services to match client needs.
• Licensing for the designated jurisdiction/portfolio is required.

Responsibilities

• Identify gaps and best practices by monitoring sales and service performance.
• Build and maintain client relationships through internal referrals and marketing.
• Expand business growth via telemarketing and outbound calls.
• Coordinate marketing activities and sales material for client conversations.
• Provide knowledge about products and services and advise on investments.
• Resolve client issues promptly and escalate when needed.

Skills

Verbal & written communication

Analytical thinking

Organizational skills

Team collaboration

Education

Bachelor's degree or higher in related field

Investment industry licensing

Job description

BMO Financial Group seeks a Wealth Sales & Service Professional in the United States. The role supports investment planning and client servicing within a collaborative team, focusing on relationship building and advisory support.

Responsibilities include driving client acquisition, coordinating marketing efforts, and maintaining high service standards while adhering to risk and regulatory requirements. The position offers salary-based compensation and comprehensive benefits.