Client Service Analyst
BMO, San Francisco, CA, United States
Responsibilities
Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.
Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
Assist Private Wealth Advisors in market research of client and prospects.
Assist Private Wealth Advisors in identifying prospective clients.
Acts as the key service contact for clients.
Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager.
Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
Make suggestions about how to improve the overall service interaction for prospects and clients.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Prepares reports for financial plans; inputs appropriate data according to established procedures.
Makes updates to sales tracking, forecast & pipeline, relationship plans and other databases.
Participates in account review process and completion of required action items.
Organizes client files and ensures proper documentation.
Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
Supports the achievement of the business plan within the designated territory / region.
Collaborates effectively with internal stakeholders to build capability and drive business growth.
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.
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 function.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
General knowledge of financial planning and wealth management.
Working towards a financial planning designation preferred.
Proficiency in office software and sales management software.
Comfortable exploring beyond one's area of technical expertise (i.e. Discipline).
A willingness and aptitude to influence and recognize new business opportunities.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills – In-depth.
Collaboration & team skills – In-depth.
Analytical and problem solving skills – In-depth.
Influence skills – In-depth.
Compensation
Salary:
$54,000.00 - $99,600.00
Pay Type:
Salaried
May include commission structure and other incentives as appropriate. Salaries for part-time roles pro‑rated based on hours regularly worked.
Benefits
Health insurance, accident & life insurance, and retirement savings plans.
Tuition reimbursement.
Other perks and rewards as part of the role.
Benefits details available at https://jobs.bmo.com/global/en/Total-Rewards
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.
Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
Assist Private Wealth Advisors in market research of client and prospects.
Assist Private Wealth Advisors in identifying prospective clients.
Acts as the key service contact for clients.
Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager.
Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
Make suggestions about how to improve the overall service interaction for prospects and clients.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Prepares reports for financial plans; inputs appropriate data according to established procedures.
Makes updates to sales tracking, forecast & pipeline, relationship plans and other databases.
Participates in account review process and completion of required action items.
Organizes client files and ensures proper documentation.
Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
Supports the achievement of the business plan within the designated territory / region.
Collaborates effectively with internal stakeholders to build capability and drive business growth.
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.
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 function.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
General knowledge of financial planning and wealth management.
Working towards a financial planning designation preferred.
Proficiency in office software and sales management software.
Comfortable exploring beyond one's area of technical expertise (i.e. Discipline).
A willingness and aptitude to influence and recognize new business opportunities.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills – In-depth.
Collaboration & team skills – In-depth.
Analytical and problem solving skills – In-depth.
Influence skills – In-depth.
Compensation
Salary:
$54,000.00 - $99,600.00
Pay Type:
Salaried
May include commission structure and other incentives as appropriate. Salaries for part-time roles pro‑rated based on hours regularly worked.
Benefits
Health insurance, accident & life insurance, and retirement savings plans.
Tuition reimbursement.
Other perks and rewards as part of the role.
Benefits details available at https://jobs.bmo.com/global/en/Total-Rewards
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
#J-18808-Ljbffr