Service Advisor - Calgary, AB, Canada - Bank of Montreal

Bank of Montreal Calgary, AB, Canada

2 weeks ago

Full time

Description

Client Service Associate, BMO Nesbitt Burns page is loaded Client Service Associate, BMO Nesbitt Burns
Apply locations Calgary, AB, CAN time type Full time posted on Posted 3 Days Ago job requisition id R

Application Deadline:

Wealth Sales & Service 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 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.

Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.

Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.

Resolves client complaints in a timely and effective manner; Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.

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.
Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
Administers and processes documentation related to client files and regulatory requirements.
Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
Mentors and coaches new or junior members to the team and branch.

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.

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.

Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.

~ Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
~ Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
~ Knowledge of Insurance and group products is an asset
~ Knowledge of Trust and Estate services is an asset
~ Knowledge of Financial/Retirement planning.
~ 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
~ Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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. We're here to help
It calls on us to create lasting, positive change for our customers, our communities and our people. 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.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Client Service Assistant, BMO Nesbitt Burns

locations Calgary, AB, CAN time type Full time posted on Posted 8 Days Ago BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

Service Advisor

1 week ago

Subaru Calgary Calgary, Canada

**Job description** · **Subaru Calgary **is part of the **Olympic Auto Group**, with over 30 dealerships, across Canada and the US, and more than 750 team members strong. We are ambitious, innovative and forward-thinking and we strongly believe that our people are our greatest as ...
Service Advisor

1 week ago

Country Hills Nissan Calgary, Canada

Kaizen Automotive is one of Canada's 50 Best Managed Companies and a leader in automotive retail. We are always looking to expand and grow our business and are currently looking to add a qualified SERVICE ADVISOR to our team at Country Hills Nissan · The Service Advisor is respon ...
Service Advisor

5 days ago

Capital Auto Mall Calgary, Canada

Company: · Capital Chevrolet Buick GMC Inc · The Service Advisor position is responsible for greeting new and current clients as they enter the service area. They are responsible to act as the go-between for Service Technicians and customers. As an integral part of the service te ...
Service - Advisor

5 days ago

The Jim Pattison Auto Group Calgary, Canada

We have a great career opportunity for you to join Canyon Creek Toyota as a Service Advisor If you are a personable, thoughtful and tech-savvy individual who strives to achieve excellence in customer satisfaction, this position is for you · Why join us · - Competitive compensatio ...
Service Advisor

1 week ago

AutoCanada Inc. Calgary, Canada

**Service Advisor** · **Hyatt Infiniti** · **Calgary, AB** · We are looking for** **a **Service Advisor** who is passionate about delivering exceptional customer experience to join our growing team **Hyatt Infiniti **is looking for a friendly and motivational individual to fill t ...
Service Advisor

1 week ago

Country Hills Chrysler Dodge Jeep Ram Calgary, Canada

Country Hills Chrysler is the newest dealership up north in the country hills area. With a brand-new facilty that is welcoming new customers, we are looking for additional service advisors to join the team · As a Service Advisor, you are the professional "manager" of the entire c ...
Service Advisor

1 week ago

Euroworks Calgary, Canada

**SERVICE ADVISOR** · - *Department**:Service** · **Description: As the primary contact for our service customers, a Service Advisor also creates the impression of our brand. Because of this, they play a very important role in promoting and ensuring a high level of customer satis ...
Service Advisor

1 week ago

Mercedes-Benz Country Hills Calgary, Canada

Mercedes-Benz Country Hills is seeking a Service Advisor with luxury brand experience. · As a Service Advisor, you are the professional "manager" of the entire customer-oriented service process. You set the standards for customer support. You see every contact with customers as a ...
Service Advisor

1 week ago

VEX Performance Calgary, Canada

We are looking to add an enthusiastic person to our team · We are looking for someone who has a passion for cars to fill a position at a well-known performance aftermarket automotive shop in Calgary. · - Dealing with customers daily, staying pleasant, approachable, and making the ...
Service Advisor

1 week ago

Valentine Volvo Calgary, Canada

Are you outgoing, positive and personable? Do you enjoy helping others? Are you customer focused? Luxury import dealership is looking for a talented passionate Service Advisor. You will be responsible for providing exceptional frontline service our customers. · Position Requireme ...
Service Advisor

1 week ago

Country Hills Volkswagen Calgary, Canada

**REV UP YOUR CAREER** with Dilawri Group · **Country Hills Volkswagen** is actively searching for **Service Advisors** to join the team at Dilawri Group · **ABOUT US** · Dilawri Group of Companies is a Canadian company that represents 76 dealerships nationally with 8 dealerships ...
Service Advisor

1 week ago

Brandell Diesel Inc Calgary, Canada

**Brandell Diesel Inc - BDI** · Growing business looking to add to our already great team. 25,000 sq/ft shop filled with OEM and aftermarket tools, OEM softwares for advanced diagnostics, multiple lifts to help get the job done faster and safer, 4 overhead cranes, fabrication are ...
Service Advisor

1 week ago

Calgary BMW Calgary, Canada

**REV UP YOUR CAREER** with Dilawri Group · **Calgary BMW** is actively searching for **Service Advisors** to join the team at Dilawri Group · **ABOUT US** · Dilawri Group of Companies is a Canadian company that represents 76 dealerships nationally with 8 dealerships plus the Dil ...
Service Advisor

1 week ago

Calgary Honda Calgary, Canada

**REV UP YOUR CAREER** with Dilawri Group · **Calgary Honda** is actively searching for **Service Advisors** to join the team at Dilawri Group · **ABOUT US** · Dilawri Group of Companies is a Canadian company that represents 76 dealerships nationally with 8 dealerships plus the D ...
Service Advisor

1 week ago

Infiniti Gallery Calgary, Canada

**REV UP YOUR CAREER** with Dilawri Group · **Infiniti Gallery** is actively searching for **Service Advisors** to join the team at Dilawri Group · **ABOUT US** · Dilawri Group of Companies is a Canadian company that represents 76 dealerships nationally with 8 dealerships plus th ...
Service Advisor

1 week ago

Wajax Calgary, Canada

**The Opportunity** · This role is accountable/responsible for the development, and administration of service and repair orders. The procurement of service-related parts for repairs and replacements and, providing support to technicians and other service personnel. · **The Role** ...
Service Advisor

1 week ago

Midas Auto Service Calgary, Canada

Education: No degree, certificate or diploma · - Experience: Experience an asset · **Tasks**: · - Access and process information · - Address customers' complaints or concerns · - Answer inquiries and provide information to customers · - Explain the type and cost of services offer ...
Service Advisor

12 minutes ago

Valentine Volvo Calgary, Canada

**Summary** · The Service Advisor is responsible for creating great first impressions and guides the customers through the maintenance scheduling process and repair of their vehicles. · The Service Advisor is a great listener and is a master at executing all the service processes ...
Internal Service Advisor

1 week ago

Capital Chevrolet Buick GMC Inc Calgary, Canada

Company: · Capital Chevrolet Buick GMC Inc · At Capital Automotive Group, our vision is to be the most respected auto group in North America. In keeping with our mission, we strive to move customers' lives forward with the best in automotive solutions, service and people. Through ...
Junior Service Advisor

1 week ago

Eastside Kia Calgary, Canada

Eastside Kia is seeking a Junior Service Advisor to assist with the customer after sales experience along with managing internal work orders for the department. · As a Service Advisor, you are the professional "manager" of the entire customer-oriented service process. You set the ...