Wealth Client Relationship Specialist

Koitecc Solutions; Naperville, Northern (IL, KY); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability & life insurance

Retirement savings plans

Job summary

BMO Financial Group in Naperville, IL seeks a Wealth Sales & Service professional to support delivery of financial planning and advice. You will work within the Wealth Sales & Service team, leveraging SIE credentials and investment knowledge to assist clients and drive growth.

The role involves telemarketing, client acquisition, reporting, and collaboration with partners to ensure exceptional service. A post-secondary degree and relevant licensing are required, with salaries described in the pay

Qualifications

• Verbal and written communication skills required.
• Strong organizational and planning abilities.
• Ability to collaborate with team members and partners.
• Analytical and problem-solving skills are essential.
• Deep knowledge of investment processes and procedures.
• Familiarity with proprietary investment products and services.
• Relevant investment industry licensing for the designated jurisdiction.
• Specialized knowledge pertinent to investment services.

Responsibilities

• Identify gaps and monitor sales/service performance against plans.
• Build and maintain client relationships to drive acquisition.
• Expand business growth through telemarketing and outbound calls.
• Coordinate marketing activities and sales material for client conversations.
• Provide detailed product and service information to clients.
• Communicate and set expectations for investing processes.
• Resolve client complaints promptly; escalate as needed.
• Stay current with market, products, and regulatory environment.
• Support implementation of strategic initiatives with metrics and milestones.
• Analyze data to provide insights and recommendations.
• Prepare regular and ad-hoc reports and dashboards.
• Support investment client service issues for client meetings and reviews.
• Ensure client needs are met per established policies and procedures.
• Maintain schedules for meetings and office coverage.
• Aim for high-quality service to maximize retention and growth.
• Build rapport and trust with clients.
• Organize work information for accuracy.
• Follow risk and compliance processes and protect client assets.
• Comply with regulatory, legal and ethical requirements.

Skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Analytical thinking

Investment knowledge

Proprietary products knowledge

Licensing

Specialized knowledge

Education

Post-secondary degree

SIE Certification

Job description

BMO Financial Group in Naperville, IL seeks a Wealth Sales & Service professional to support delivery of financial planning and advice. You will work within the Wealth Sales & Service team, leveraging SIE credentials and investment knowledge to assist clients and drive growth.

The role involves telemarketing, client acquisition, reporting, and collaboration with partners to ensure exceptional service. A post-secondary degree and relevant licensing are required, with salaries described in the pay