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About the Role

Provides telephone, administrative, and general client support to enable BMO Asset Management to pursue new business and retain existing clients. This role involves following up on client meetings, answering product questions, providing performance data, identifying new sales opportunities, and assisting with new product launches.

Responsibilities

• Processes and confirms customer transactions.
• Maintains accounts and research lists.
• Compiles statistical information.
• Prepares analytical materials used in client meetings.
• Analyzes, produces, and distributes statements.
• Coordinates administrative activities with internal stakeholders and custodian banks.
• Resolves administrative and operations problems.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Analyzes data and information to provide insights and recommendations.
• Manages client requests for information, problem resolution, and transaction support.
• Coordinates activities internally and with custodian banks to address client questions and issues.
• Provides ongoing reporting as required to senior leaders.
• Identifies new sales opportunities and makes recommendations to sales and/or relationship managers.
• Updates relationship management systems with client contact information.
• Schedules and coordinates meetings, events, and presentations.
• Analyzes, produces, and distributes client reports.
• Prepares formal/informal support plans to meet client goals and reach client target audiences.
• Participates in client meetings and conference calls to fulfill ongoing customer needs.
• Creates proposals, presentations, and relationship review materials.
• Plans and executes communications as required to meet client and/or team objectives.
• Completes complex and diverse tasks within given rules/limits, potentially handling escalations.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Takes measured risks while protecting the bank by applying the Risk Management Framework, making sound and risk-informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws, and regulations.

Requirements

• Typically between 2 – 3 years of relevant experience.
• Post-secondary degree in a related field of study is desirable or an equivalent combination of education and experience.
• Specialized knowledge.
• Good verbal & written communication skills.
• Good organization skills.
• Good collaboration & team skills.
• Good analytical and problem-solving skills.

Location

• 100 King Street West

Work Type

• Salaried

Experience Level

• 2-3 years

Education Level

• Post-secondary degree desirable or equivalent combination of education and experience

Salary/Compensations

• $38,500.00 - $71,000.00

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

About the Company

• At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
• As a member of the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience and broaden your skillset.
• To find out more visit us at https://jobs.bmo.com/ca/en.

Equal Opportunity

• BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.