Sales Coordinator - Toronto, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

100 King Street West Toronto Ontario,M5X 1A1

This is part of BMO's ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.

BMO Global Asset Management (GAM) provides investment management services to institutional, retail and high net worth investors, offering a wide range of innovative, client-focused solutions and strategies to help clients meet their investment objectives.

GAM offers a comprehensive suite of innovative Mutual Funds and Exchange Traded Funds (ETFs) delivered by investment specialist teams operating within a collaborative culture.

Our innovative and award-winning ETF franchise has led the Canadian industry in net new assets for 11 years in a row with over 100 strategies and more than 25% of market share in Canada.

The Sales Coordinator provides telephone, administrative and general client support that enables BMO Asset Management to pursue new business and/or retain existing clients.

Follows up on client meetings, answers product questions, provides performance data, identifies new sales opportunities, and helps launch new products.

Processes and confirms customer transactions, maintains accounts and research lists, and compiles statistical information. Prepares analytical materials used in client meetings. Includes the analysis, production and distribution of statements. Coordinates administrative activities with internal stakeholders, custodian banks, and resolves administrative and operations problems.

Collaborates with internal and external stakeholders in order 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 & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically between 2 years of relevant experience and postsecondary degree in related field of study desirable or an equivalent combination of education and experience.
Basic specialized knowledge.
Verbal & written communication skills
Good.

Organization skills

Good.
Collaboration & team skills
Good.
Analytical and problem solving skills
Good.

We're here to help
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.