- Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
- Assists the advisory team in preparing for client meetings, including scheduling appointments.
- Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
- Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
- Maintains and organizes client database and client files.
- Ensures transactions and tasks are appropriately assigned to team members and completed.
- Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
- Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.
- Maintains the confidentiality of client and Bank information.
- 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.
- Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
- Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
- Familiarity with technology applications and software used in the financial planning and investment industry.
- Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
- Successful completion of 30-day BMO NB Investment Representative Licensing Program.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
-
Service Assistant
1 week ago
BMW Markham - Pfaff Automotive Partners Markham, Canada**Who We Are** · At Pfaff Automotive Partners, we're united by a passion for cars, and we're as crazy about them. It's about more than just selling and servicing cars. We're passionate about long-term relationships with our teammates, clients, and communities. We love driving the ...
-
Service Assistant
1 week ago
BMW Markham Markham, CanadaService Assistant · BMW Markham Markham ON L3R 5M2 · **Summary** · This position is responsible for greeting and assisting customers in the Service department. · **Duties and Responsibilities** · - Greets and directs customers to the appropriate personnel. · - Understands verbal ...
-
Service Assistant
5 days ago
BMW Markham - Pfaff Automotive Partners Markham, Canada**Who We Are** · At Pfaff Automotive Partners, we're united by a passion for cars, and we're as crazy about them. It's about more than just selling and servicing cars. We're passionate about long-term relationships with our teammates, clients, and communities. We love driving the ...
-
Service Assistant
5 days ago
Pfaff Automotive Markham, CanadaService Assistant · BMW Markham Markham ON L3R 5M2 · **Who We Are · **At Pfaff Automotive Partners, we're united by a passion for cars, and we're as crazy about them. It's about more than just selling and servicing cars. We're passionate about long-term relationships with our tea ...
-
Service Assistant
1 week ago
BMW Markham - Pfaff Automotive Partners Markham, Canada**Who We Are** · At Pfaff Automotive Partners, we're united by a passion for cars, and we're as crazy about them. It's about more than just selling and servicing cars. We're passionate about long-term relationships with our teammates, clients, and communities. We love driving the ...
-
Service Assistant
5 days ago
Porsche Markham - Pfaff Automotive Partners Markham, Canada**Who We Are** · At Pfaff Automotive Partners, we're united by a passion for cars, and we're as crazy about them. It's about more than just selling and servicing cars. We're passionate about long-term relationships with our teammates, clients, and communities. We love driving the ...
-
Service Assistant
1 day ago
Porsche Markham - Pfaff Automotive Partners Unionville, Canada**Who We Are** · At Pfaff Automotive Partners, we're united by a passion for cars, and we're as crazy about them. It's about more than just selling and servicing cars. We're passionate about long-term relationships with our teammates, clients, and communities. We love driving the ...
-
Client Service Assistant
1 day ago
BMO Financial Group Markham, Canada3985 Highway 7 East Markham Ontario,L3R 1L5 · Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. · - Coordinates marketin ...
-
Service Coordinator/medical Assistant
1 week ago
Enhanced Care Clinic Markham, CanadaAt **Enhanced Care**, we know the importance of primary care and family practice in everyone's health and wellness. Our conveniently located clinics are open for extended hours to look after the needs of our patients and our communities. With a team of skilled individuals working ...
-
Service Coordinator/medical Assistant
1 week ago
Enhanced Care Clinic Markham, CanadaAt **Enhanced Care**, we know the importance of primary care and family practice in everyone's health and wellness. Our conveniently located clinics are open for extended hours to look after the needs of our patients and our communities. With a team of skilled individuals working ...
-
Service Coordinator/medical Assistant
1 week ago
Enhanced Care Clinic Markham, CanadaAt **Enhanced Care**, we know the importance of primary care and family practice in everyone's health and wellness. Our conveniently located clinics are open for extended hours to look after the needs of our patients and our communities. With a team of skilled individuals working ...
-
Ladd Stamps Markham, Canada**Part time up to 32 hours a week** · **Qualifications**: · - Minimum high school diploma · - Proficient in Adobe Illustrator · - Knowledgeable in Adobe Photoshop · - Working knowledge of Google Sheets · - ** Excellent** written communication skills (English) · - Good organizatio ...
-
Virtual Assistant for E-commerce Services
1 week ago
beBee Professionals Markham, Canada Support - Virtual Assistant Services FreelanceBeBee Professionals is looking for a Virtual Assistant for E-commerce Services to join our team in Markham. The successful candidate will be responsible for providing administrative and customer service support to our e-commerce business. · The ideal candidate should have a minim ...
-
Service Assistant
1 week ago
Tesla North York, CanadaWhat to Expect · - The Role · Tesla Motors is looking for a Service Assistant to work on one of the most progressive vehicles in the world. We are seeking professional customer service experience and excellent oral and written communication skills. If you are interested in contri ...
-
Assistant Service Manager
6 days ago
Farm Boy Inc. Pickering, CanadaCompany Description · At Farm Boy, it is our mission to create a fun, fresh experience for all Whether you are a team member or a customer, Farm Boy is passionate about creating a unique fresh food shopping experience and ensuring that we deliver on our commitments. · As we conti ...
-
Assisted Living Services Assistant
4 days ago
Senior Persons Living Connected Scarborough, Canada Full time**Mission Statement:**:Understand the aspirations of seniors and respond with innovative supports. · **Vision Statement**: Building inclusive communities where all seniors are connected to living their best possible life. · **What to expect when you join SPLC***: · - Competitive ...
-
Assisted Living Services Assistant
5 days ago
Senior Persons Living Connected Scarborough, Canada Part time**Mission Statement**: Understand the aspirations of seniors and respond with innovative supports. · **Vision Statement**: Building inclusive communities where all seniors are connected to living their best possible life. · **What to expect when you join SPLC**: · - Competitive C ...
-
Assisted Living Services Assistant
6 days ago
Senior Persons Living Connected Scarborough, Canada Part time**Mission Statement**: Understand the aspirations of seniors and respond with innovative supports. · **Vision Statement**: Building inclusive communities where all seniors are connected to living their best possible life. · **What to expect when you join SPLC**: · - Competitive C ...
-
Service Assistant
4 days ago
Pfaff Automotive Vaughan, CanadaService Assistant · Porsche Centre Vaughan Vaughan ON L4K 4V8 · **Who We Are · **At Pfaff Automotive Partners, we're united by a passion for cars, and we're as crazy about them. It's about more than just selling and servicing cars. We're passionate about long-term relationships w ...
-
Service Assistant
6 days ago
Tesla Vaughan, CanadaWhat to Expect · - What to Expect · - Tesla Motors is looking for a Service Assistant to work on one of the most progressive vehicles in the world. We are seeking professional customer service experience and excellent oral and written communication skills. If you are interested i ...
Client Service Assistant - Markham, Canada - BMO
Description
Application Deadline:
05/02/2024Address:
3985 Highway 7 EastJob Family Group:
Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
Qualifications:
Compensation and Benefits:
$32, $48,600.00Pay Type:
Salaried & CommissionThe above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
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.
To find out more visit us at
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.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Client Service Assistant professionals in Markham
-
Hui Yin Susana Liu Shen
Administrative Assistant
-
Deeksha Kapoor
Customer service manager
-
Marcella DAlessandro
Paralegal and Family Law Mediator
-
Rajan Kashyap
Computer system technician
-
Karla Paola Torres
Business administrator student
-
Saeed Rind
Student looking for opportunies