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Client Service AnalystBMO Financial Group • Milwaukee, Wisconsin, United States
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Client Service Analyst

BMO Financial Group
  • US
    Milwaukee, Wisconsin, United States
  • US
    Milwaukee, Wisconsin, United States
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À propos

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
  • Milwaukee, Wisconsin, United States

Compétences linguistiques

  • English
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