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    Sales Coordinator - Vancouver, BC, Canada - BMO

    BMO
    BMO Vancouver, BC, Canada

    1 week ago

    BMO background
    Part time
    Description
    Asset Mgmt Sales & Service

    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. Includes the analysis, production and distribution of statements. Coordinates administrative activities with internal stakeholders, custodian banks, and resolves administrative and operations problems.
    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.
    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.
    Plans and executes communications as required to meet client and/or team objectives.

    Typically between - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

    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.

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