Wealth Client Services Analyst

BMO U.S.; Newport Beach (CA); On-site; USD 69,000 - 128,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Newport Beach is seeking a seasoned wealth management supporter to provide financial planning execution, advisory support, and client relationship management for the wealth advisory team. You will prepare proposals, analyze client needs, and coordinate onboarding and service delivery across internal and external stakeholders.

The role requires 4-6 years of experience in wealth management, strong knowledge of bank products, and excellent communication skills.

Qualifications

• 4-6 years of relevant experience and a post-secondary degree or equivalent
• Strong knowledge of financial planning and wealth management
• Proficiency with common office and sales management software
• In-depth knowledge of bank products, services and capabilities
• Willingness to influence and identify new business opportunities
• Technical proficiency from education or work experience
• Excellent verbal and written communication skills
• Strong collaboration and teamwork abilities
• Excellent analytical and problem-solving skills
• Strong influencing abilities and data-driven decision making

Responsibilities

• Prepare new business proposals or client presentations
• Identify and share business development opportunities to grow the market
• Develop client relationship plans to maximize lifetime value
• Serve as key service contact for clients
• Own client issues and escalate as needed
• Coordinate with external advisors for clients
• Communicate market trends in wealth management
• Understand client needs and account strategy
• Suggest improvements to service interactions for prospects and clients
• Support strategic initiatives with stakeholders
• Build relationships with internal/external stakeholders
• Ensure alignment between stakeholders
• Monitor performance and address issues
• Create regular and ad-hoc reports and dashboards
• Prepare financial plan reports with data per guidelines
• Update sales tracking, forecasts, pipelines and relationship plans
• May act as Team Lead and coordinate workload
• Monitor client escalations and report on service drivers
• Promote continuous improvement of processes
• Coordinate account opening and onboarding
• Participate in account reviews and action items
• Organize client files and documentation
• Provide administrative support to advisors and portfolios
• Prepare reports for financial plans and prospect presentations
• Support achievement of business plan in territory/region
• Collaborate to build capability and drive growth
• Meet high-quality service standards to retain and grow relationships
• Build rapport and trust with clients
• Adhere to risk and compliance policies and protect client assets
• Safeguard assets and comply with regulatory requirements
• Apply risk management framework in role
• Focus on business within BMO; may have enterprise focus
• Exercise judgment to diagnose and solve problems
• Work independently on complex tasks

Skills

4-6 years experience

Financial planning

Wealth management

Office software

Bank products knowledge

Business opportunity recognition

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical problem solving

Influence skills

Data-driven decision making

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Newport Beach is seeking a seasoned wealth management supporter to provide financial planning execution, advisory support, and client relationship management for the wealth advisory team. You will prepare proposals, analyze client needs, and coordinate onboarding and service delivery across internal and external stakeholders.

The role requires 4-6 years of experience in wealth management, strong knowledge of bank products, and excellent communication skills.