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Client Service Analyst
BMO Financial Group
- Minneapolis, Minnesota, United States
- Minneapolis, Minnesota, United States
About
+ 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
Languages
- English
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