Wealth Client Services Specialist

Bank of Montreal; Hinsdale (IL); On-site; USD 45,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Bank of Montreal in Hinsdale, IL seeks a Wealth Sales & Service professional to support financial planning, business development and successful client outcomes. You will assist wealth advisors in market research, proposals and client engagements, while maintaining strong relationships and ensuring service excellence.

The role emphasizes collaboration, problem solving and adherence to risk & compliance standards to protect client assets and privacy.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study.
• General knowledge of financial planning and wealth management.
• Working towards a financial planning designation preferred.
• Proficiency in office software and sales management software.
• Comfortable exploring beyond one's area of technical expertise.
• Specialized knowledge from education and/or business experience.

Responsibilities

• Provides support and product expertise for financial planning business development, sales and service.
• Supports assigned advisors and client portfolio through administrative and transactional support.
• Prepares reports for financial plans and prospect presentations.
• Maintains relationships with clients and delivers expected service standards.
• Explores new business opportunities and fosters client trust.

Skills

Financial planning knowledge

Wealth management

Office software

Sales experience

Communication skills

Analytical skills

Education

Post-secondary degree

Financial planning designation (preferred)

Tools

Sales management software

Job description

Bank of Montreal in Hinsdale, IL seeks a Wealth Sales & Service professional to support financial planning, business development and successful client outcomes. You will assist wealth advisors in market research, proposals and client engagements, while maintaining strong relationships and ensuring service excellence.

The role emphasizes collaboration, problem solving and adherence to risk & compliance standards to protect client assets and privacy.