Wealth Client Services Analyst

BMO U.S.; Madison (WI); On-site; USD 41,714 - 77,500; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a detail-oriented professional to provide support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers.

You will assist in preparing proposals, conduct market research, identify prospects, act as the service contact, track metrics, coordinate implementation of strategic initiatives, and support advisors with administrative tasks to strengthen client

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field or equivalent combination of education and experience.
• General knowledge of financial planning and wealth management.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.

Responsibilities

• Assists in preparing new business proposals or presentations to clients / prospects based on their needs.
• Assists Wealth Advisors in market research of client and prospects.
• Assists Wealth Advisors in identifying prospective clients.
• 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 an understanding of customer needs and account strategy and communicates this to clients and prospects.
• Coordinates and executes activities for implementing strategic initiatives, including tracking metrics and milestones.

Job description

BMO Financial Group in the United States is seeking a detail-oriented professional to provide support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers.

You will assist in preparing proposals, conduct market research, identify prospects, act as the service contact, track metrics, coordinate implementation of strategic initiatives, and support advisors with administrative tasks to strengthen client