Client Service Assistant

at  BMO Financial Group

Waterloo, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate17 Dec, 2024USD 31600 Annual21 Sep, 20242 year(s) or aboveCollaboration,Business Transactions,Service Levels,Regulatory Requirements,Written Communication,Documentation,Operational Support,Reporting,Business Operations,Databases,Operational Activities,Service Standards,Processing,MaintenanceNoNo
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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