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BMO · 1 week ago

Client Relationship Specialist

Hinsdale, IL, USA

Full-time

Onsite

Entry, Mid Level

$42K/yr - $69K/yr

2+ years exp

BMO Bank N.A. is dedicated to delivering exceptional financial and investment planning services. The Client Relationship Specialist role involves providing administrative and operational support while building and maintaining client relationships to enhance customer experiences and business growth.

BankingCrowdfundingFinanceFinancial Services

Responsibilities

Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans

Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives)

Expands the business growth potential of the team through telemarketing and outbound calls

Coordinates marketing activities and sales material to support client / prospect conversations

Provides knowledge detailed information about products and services offered

Determines appropriate communication/service regarding all aspects of investing

Independently resolves client complaints in a timely and effective manner; escalates as required

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry

Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones

Analyzes data and information to provide insights and recommendations

Gathers and formats data into regular and ad-hoc reports, and dashboards

Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures

Maintain the schedule / calendar to coordinate customer meetings and office coverage

Meets high-quality service standards to maximize relationship retention and growth

Develops rapport and instills confidence with the client to develop credibility and earn their trust

Organizes work information to ensure accuracy and completeness

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 ensures an effectively run branch

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements

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

Qualification

Investment process knowledgeInvestment industry licensingProprietary products knowledgeAnalytical skillsVerbal communication skillsWritten communication skillsOrganization skillsCollaboration skillsProblem solving skills

Required

Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience

Advanced knowledge of investment process and procedures

Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team

Relevant investment industry licensing for the designated jurisdiction / portfolio

Specialized knowledge

Verbal & written communication skills - Good

Organization skills - Good

Collaboration & team skills - Good

Analytical and problem solving skills - Good