Client Service Assistant
at BMO Financial Group
Waterloo, ON, Canada -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 17 Dec, 2024 | USD 31600 Annual | 21 Sep, 2024 | 2 year(s) or above | Collaboration,Business Transactions,Service Levels,Regulatory Requirements,Written Communication,Documentation,Operational Support,Reporting,Business Operations,Databases,Operational Activities,Service Standards,Processing,Maintenance | No | No |
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Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
20 Erb Street West Waterloo Ontario,N2L 1T2
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
- Manages client documentation for correspondence and set-up.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Supervises the day-to-day operational activities by coordinating the work flow of less-experienced staff.
- Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation.
- Creates, maintains, and enters information into databases.
- Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
- Maintains office supplies inventory and orders.
- Schedules meetings and coordinates meeting facilities and set-up.
- Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations.
- Identifies and escalates all irregularities and discrepancies to management.
- Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
- Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
- Meets high quality service standards to maximize relationship retention and growth.
- Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
- Follows through on 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 function.
- Protects the Bank’s assets and complies with all regulatory, legal and ethical requirements.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
Please note the base salary for this specific position in Waterloo is $38,000 and this role may be eligible to receive a monthly discretionary bonus.
As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. Please note, this is a fully in office role.
QUALIFICATIONS:
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Responsibilities:
Please refer the Job description for details
REQUIREMENT SUMMARY
Min:2.0Max:3.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Diploma
Proficient
1
Waterloo, ON, Canada