Wealth Client Services Specialist

Hispanic Alliance for Career Enhancement; Chicago (IL); On-site; USD 45,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Chicago seeks an experienced Wealth Sales & Service professional to support the financial planning business development and service delivery for wealth advisors and relationship managers. You will assist in preparing proposals, researching clients, and coordinating service to enhance the client experience.

The role emphasizes collaboration, problem solving, and adherence to risk and compliance guidelines, with opportunities to influence growth and deepen client

Qualifications

• 3–5 years of relevant experience
• General knowledge of financial planning and wealth management
• Working towards a financial planning designation preferred
• Proficiency in office and sales management software

Responsibilities

• Assists in preparing new business proposals or presentations to clients/prospects.
• Assists Wealth Advisors in market research of clients and prospects.
• Acts as the key service contact for clients and owns client issues.
• Liaises with external advisors of clients on behalf of wealth advisors/relationship managers.
• Coordinates activities for implementing strategic initiatives and tracks metrics.
• Prepares reports for financial plans and updates sales tracking, forecasts, and pipelines.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Influence & negotiation

Education

Post-secondary degree in related field

Financial planning designation (preferred)

Tools

Office software

Sales management software

Job description

BMO Financial Group in Chicago seeks an experienced Wealth Sales & Service professional to support the financial planning business development and service delivery for wealth advisors and relationship managers. You will assist in preparing proposals, researching clients, and coordinating service to enhance the client experience.

The role emphasizes collaboration, problem solving, and adherence to risk and compliance guidelines, with opportunities to influence growth and deepen client