Client Relationship Specialist

$45,900 - $73,700/Yr

BMO - Newport Beach, CA

Full-time - Entry Level

Newport Beach, CA

Credit Intermediation and Related Activities

About the position

The Client Relationship Specialist plays a crucial role in providing administrative and operational support for financial and investment planning, ensuring an exceptional customer experience. This position involves collaborating with team members and business partners to identify gaps and best practices, while also focusing on client acquisition and relationship management to drive business growth.

Responsibilities

• Provides administrative and operational support for financial and investment planning.
• Collaborates with team members and business partners to enhance customer experience.
• Identifies gaps, issues, and best practices through monitoring sales and service performance.
• Builds and maintains client relationships through internal referrals and marketing initiatives.
• Expands business growth potential through telemarketing and outbound calls.
• Coordinates marketing activities and sales materials to support client conversations.
• Provides detailed information about products and services offered.
• Independently resolves client complaints and escalates as necessary.
• Keeps current with investment services marketplace and regulatory environment.
• Coordinates and executes activities for strategic initiatives, tracking metrics and milestones.
• Analyzes data to provide insights and recommendations.
• Gathers and formats data into reports and dashboards.
• Provides specialized support for investment client services, including preparing for client meetings.
• Ensures client needs are met and manages requests according to policies.
• Maintains schedule to coordinate customer meetings and office coverage.
• Meets high-quality service standards to maximize relationship retention and growth.
• Develops rapport with clients to instill confidence and trust.
• Organizes work information for accuracy and completeness.
• Follows risk and compliance processes to safeguard customer assets.
• Completes complex tasks within established rules and handles escalations from other employees.

Requirements

• Must have obtained The Securities Industry Essentials (SIE) License.
• Typically between 2 - 3 years of relevant experience and a post-secondary degree in a related field or equivalent combination of education and experience.
• Advanced knowledge of investment processes and procedures.
• Advanced knowledge of proprietary products and services to identify client needs.
• Relevant investment industry licensing for the designated jurisdiction/portfolio.
• Good verbal and written communication skills.
• Good organizational skills.
• Good collaboration and team skills.
• Good analytical and problem-solving skills.

Benefits

• Health insurance
• Life insurance
• Retirement plan
• Tuition reimbursement