Wealth Client Relationship Advisor

Koitecc Solutions; Onalaska (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks an experienced professional to provide administrative and operational support for delivering financial and investment planning and advice, enhancing the client experience. You will work within the Wealth Sales & Service team, collaborating with partners to optimize client conversations and outcomes.

Responsibilities include client acquisition, data gathering, reporting, and ensuring adherence to risk and compliance standards in a fast-paced branch environment.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Advanced knowledge of investment process and procedures.
• Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.
• Relevant investment industry licensing for the designated jurisdiction / portfolio.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
• Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
• Expands the business growth potential of the team through telemarketing and outbound calls.
• Coordinates marketing activities and sales material to support client / prospect conversations.
• Provides knowledge detailed information about products and services offered.
• Determines appropriate communication/service regarding all aspects of investing.
• Independently resolves client complaints in a timely and effective manner; escalates as required.
• Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Analyzes data and information to provide insights and recommendations.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
• Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
• Maintain the schedule / calendar to coordinate customer meetings and office coverage.
• Meets high-quality service standards to maximize relationship retention and growth.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• Organizes work information to ensure accuracy and completeness.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Skills

Client relationship building

Analytical and problem solving

Verbal & written communication

Organization skills

Collaboration & team skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group seeks an experienced professional to provide administrative and operational support for delivering financial and investment planning and advice, enhancing the client experience. You will work within the Wealth Sales & Service team, collaborating with partners to optimize client conversations and outcomes.

Responsibilities include client acquisition, data gathering, reporting, and ensuring adherence to risk and compliance standards in a fast-paced branch environment.