Client Service Assistant - Vernon, Canada - BMO

BMO Vernon, Canada

6 days ago

Full time

Description

Application Deadline:

04/27/2024

Address:

nd Street

Job Family Group:

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.

Books meetings with new prospects and prepares introductory package for the prospect/referral.

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; escalates as required.

Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.

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.

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.

Ensures transactions and tasks are appropriately assigned to team members and completed.

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.

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 and may include handling escalations from other employees.

Analyzes issues and determines next steps.

Broader work or accountabilities may be assigned as needed.

Qualifications:

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 investment process and procedures.

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 compliance practices and regulations.

Knowledge of Insurance and group products is an asset

Knowledge of Trust and Estate services is an asset

Knowledge of Financial/Retirement planning.

Knowledge of trade processing rules.

Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.

Current registration as Investment Representative (IR).

10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.

Specialized knowledge.

Verbal & written communication skills - Good.

Organization skills - Good.

Collaboration & team skills - Good.

Analytical and problem solving skills - Good.

Compensation and Benefits:

$33, $61,700.00

Pay Type:

Salaried & Commission

The 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.

Part Time Retail Services Assistant

6 days ago

VantageOne Credit Union Vernon, Canada Part time

**TYPE**: Part Time - Bargaining Unit **DATE**: January 31, 2023 · **ROLE**:Retail Services Assistant · **BUSINESS LINE**: VantageOne Credit Union · **POSTING NUMBER**: EX · **CLOSING DATE**: Until Filled · **About the role**: · As an integral part of our overall consumer bankin ...
Executive Assistant, IT Services

1 week ago

Okanagan College Kelowna, Canada

Position Information · **Position Number** · - S01097**Position Title** · - Executive Assistant, IT Services**Division/Portfolio** · - IT Services**Department/Program** · - IT Administration**Location** · - Kelowna**Other Flexible Work Options** · - Any Okanagan College Location, ...
Community Services Assistant

1 week ago

KCR Community Resources Kelowna, Canada

We are currently seeking a Community Services Assistant to join our team. In this role, you will work closely with the Community Services team to provide exceptional support in responding to community information inquiries, recruiting and onboarding volunteers and organizations, ...
Administrative Services Assistant

1 week ago

Interior Health Authority Kelowna, Canada

Kelowna Health and Service Centre has an exciting opportunity for a Relief Full-time Administrative Services Assistant to join their team When scheduled the hours of work are Monday to Friday, Days - 08:00 to 16:00. This position supports the Community Ambulatory Wound Clinic at ...
Administrative Services Assistant

1 week ago

Interior Health Authority Kelowna, Canada

**Who Are We Looking For?** · Outreach Urban Health has an exciting opportunity for a Relief (Temporary) Full-time Administrative Services Assistant to join their team The hours of work are Monday to Friday, Days - 08:30 to 16:30. This position is expected to end April 2024 or up ...
Administrative Services Assistant

1 week ago

Interior Health Authority Vernon, Canada PERMANENT Full time

Vernon Health Centre has an exciting opportunity for a Permanent Full-time Administrative Services Assistant to join their team This position works Monday to Friday, days 08:00 to 16:30. · What we offer: · •Employee & Family Assistance Program · •Employer paid training/education ...
Student Services Division Assistant

5 days ago

Okanagan College Kelowna, Canada

Position Information · **Position Number** · - S00467**Position Title** · - Student Services Division Assistant**Division/Portfolio** · - Student Services**Department/Program** · - Student Services Admin**Location** · - Kelowna**Other Flexible Work Options** · **Your Opportunity* ...
Customer Service/office Assistant

6 days ago

Kelowna Shell Aerocentre Kelowna, Canada

The Shell Aerocenter at the Kelowna International Airport is a local business that provides a wide variety of services for the private and corporate aviation industry. We pride ourselves on safe, effective and efficient service with strong attention to customer service. · - **Exc ...
Office Assistant/customer Service

2 days ago

Interstate All Battery Center Kelowna, Canada

Interstate All Battery Center is looking for admin assistance to perform daily administrative duties focusing on: accounts receivable, inventory and general customer services inquiries (product search etc). Friendly shop environment. We pride ourselves on customer service. · Must ...
Customer Service/office Assistant

4 days ago

Kelowna Shell Aerocentre Kelowna, Canada

The Shell Aerocenter at the Kelowna International Airport is a local business that provides a wide variety of services for the private and corporate aviation industry. We pride ourselves on safe, effective and efficient service with strong attention to customer service. · - **Exc ...
Medical Lab Assistant

1 week ago

Interior Health Authority Vernon, Canada

Permanent full-time Medical Laboratory Assistant (MLA) opportunity available now at the Vernon Jubilee Hospital (VJH). Days of work are rotating and shift times are day, evening and night shifts. · **About us**: · We are committed to achieving a culturally diverse and inclusive w ...
Medical Lab Assistant

1 day ago

Interior Health Authority Vernon, Canada

Permanent part-time Medical Laboratory Assistant (MLA) opportunity available now at the Vernon Jubilee Hospital (VJH). Days of work are rotating and shift times may be day, evening and night shifts. This rotation is predominantly evening and night shifts. · **About us**: · We are ...
On-call Certified Education Assistant

1 week ago

Toronto Catholic District School Board Vernon, Canada

We are looking to for an **On-Call Education Assistant** to support students at the Okanagan Indian Band Cultural Immersion School, nkmaplqs i snmamayatn kl sqilxwtet. · **If you enjoy working with children one on one or in a small group within a classroom setting and supporting ...
Residence Worker

1 week ago

Active Care Youth & Adult Services Vernon, Canada

Job Title : Residence Worker · Classification : Grid 10 · Reports To : Program Manager · Job Summary: · Assists person(s) with their physical, economic, vocational, recreational, social, emotional and daily life skills development. Assists clients to achieve the greatest degree o ...
Guest Services Valet Attendant

2 days ago

Predator Ridge Vernon, Canada

**Guest Services Valet Attendant** · **Seasonal FT and PT available · **WHY TEAM PRED?** · Predator Ridge Resort is celebrating our 32nd year and employ over 300 team members seasonally. We provide a · safe, harassment free work environment where the culture and happiness of our ...
Corporate Services/reception

1 week ago

City of Vernon Vernon, Canada

**Corporate Services/Reception**: · **(Relief)** · **Job Requisition **JR Secretary I - Corporate Services/Reception (Relief) (Open) · **Job Family **CUPE · **Start Date ** · **End Date ** · **Primary Posting** No · **Description** · **Closing Date**: · **May 22, 2024** · **Int ...
Pharmacy Assistant Pt

1 day ago

Shoppers Drug Mart / Pharmaprix Vernon, Canada

**Location**: · 3417 31St Avenue, Vernon, British Columbia, V1T 2H6 · Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. · **Why this role is important?** · * ...
Creative Services Administrative Assistant/

4 days ago

Fashion Nova Vernon, Canada

ROLE OVERVIEW · The Creative Services Assistant will focus on optimizing the time of the Director, Creative Services and Creative Services Division by skillfully prioritizing correspondence, streamline daily operations, and provide creative problem-solving. This position relies ...
Quality Service Analyst

4 days ago

Community Living BC Vernon, Canada

**_We are proud to be selected as one of B.C.'s Top Employers once again_** · **If you are looking for an opportunity to contribute your experience, knowledge, and passion in a meaningful way, CLBC is the place for you** · Community Living British Columbia (CLBC) is a Crown corpo ...
Server

1 week ago

Orchard Valley Retirement Vernon, Canada

**JOB SUMMARY**: · The **Server **is accountable to support all aspects of hospitality style dining room service to meet the needs of the Residents in accordance with legislative requirements and company standards. · **KEY RESPONSIBILITIES**: · - Responsible for all aspects of ho ...