Client Engagement Coordinator

2 weeks ago

Walnut Creek, California, United States BMO Financial Group Full time

Role Overview:

The Client Engagement Coordinator plays a pivotal role in providing operational and administrative assistance to enhance the delivery of financial and investment strategies, ensuring an outstanding customer journey. This position requires collaboration within the designated team and with various business partners.

Key Responsibilities:

  • Identify gaps and best practices by monitoring sales and service performance metrics against established objectives.
  • Contribute to team goals by fostering and nurturing client relationships through acquisition efforts, leveraging both internal referrals and external marketing strategies.
  • Drive business growth by engaging in telemarketing and proactive outreach initiatives.
  • Coordinate marketing efforts and develop sales materials to facilitate client and prospect discussions.
  • Provide in-depth knowledge of the products and services available to clients.
  • Deliver appropriate communication and service regarding all investment-related inquiries.
  • Effectively resolve client issues in a timely manner, escalating when necessary.
  • Stay informed about the investment services landscape, including products, offerings, and regulatory changes.
  • Manage and execute specific activities related to strategic initiatives, including tracking key metrics and milestones.
  • Analyze data to provide actionable insights and recommendations.
  • Compile and format data into regular and ad-hoc reports and dashboards.
  • Offer specialized support for investment client services, including preparation for client meetings and annual reviews.
  • Ensure client needs are met or exceeded, managing requests in line with established policies.
  • Maintain the schedule to coordinate client meetings and ensure adequate office coverage.
  • Uphold high service standards to maximize client retention and growth.
  • Build rapport and instill confidence with clients to establish credibility and trust.
  • Organize work information to guarantee accuracy and completeness.
  • Adhere to risk and compliance protocols to protect client assets and maintain privacy.
  • Safeguard the organization's assets while complying with all legal and ethical standards.
  • Complete diverse tasks within defined parameters, including handling escalations from colleagues.
  • Analyze issues and determine appropriate next steps.
  • Additional responsibilities may be assigned as needed.

Qualifications:

  • Possession of the Securities Industry Essentials (SIE) License is required.
  • Typically, 2 to 3 years of relevant experience along with a post-secondary degree in a related field or an equivalent combination of education and experience.
  • Advanced understanding of investment processes and procedures.
  • Proficient knowledge of proprietary products and services to effectively address client needs.
  • Relevant investment industry licensing for the applicable jurisdiction.
  • Specialized knowledge in the field.
  • Strong verbal and written communication skills.
  • Good organizational abilities.
  • Effective collaboration and teamwork skills.
  • Analytical and problem-solving capabilities.

Compensation:

The salary range for this position is between $45,000 and $73,700.00, with a salaried pay structure. The compensation package may vary based on factors such as location, skills, experience, education, and qualifications.

Benefits:

BMO Financial Group offers a comprehensive benefits package, including health insurance, tuition reimbursement, life and accident insurance, and retirement savings plans.

Commitment to Diversity:

BMO is an Equal Employment Opportunity and Affirmative Action employer, committed to fostering an inclusive and accessible workplace.

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