Client Relationship Specialist
4 weeks ago
We are seeking a highly skilled Client Relationship Specialist to join our team at BMO Financial Group. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.
Key Responsibilities
Identify opportunities to expand our business growth potential through telemarketing and outbound calls
Coordinate marketing activities and sales materials to support client/prospect conversations
Provide knowledge and detailed information about products and services offered
Determine appropriate communication/service regarding all aspects of investing
Independently resolve client complaints in a timely and effective manner
Requirements
Must have obtained the Securities Industry Essentials (SIE) License
Typically between 2-3 years of relevant experience and post-secondary degree in a 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
What We Offer
Competitive salary range of $45,900.00 - $73,700.00
Salaried pay type
Performance-based incentives, discretionary bonuses, and other perks and rewards
Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
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