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Senior CSA, Wealth Management at BMO - ApplyBlast

Senior CSA, Wealth Management

BMO

5 months ago

3.6 on Glassdoor

Dallas, TX

Onsite

Full Time

Senior

0 applicants

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About this role

This role provides product expertise and administrative support for the financial planning business development team at BMO Wealth Sales. Services relationships to ensure exceptional client experiences, introduces new services, and collaborates with wealth advisors to resolve issues and drive business growth. The position involves designing reports, coordinating client onboarding, and adhering to risk management frameworks while protecting customer assets.

Responsibilities

Oversee preparation of new business proposals for clients and prospects
Build relationship development plans to maximize client lifetime value
Design and produce regular sales reports and performance dashboards
Coordinate account opening procedures and client onboarding activities
Act as key service contact to resolve escalated client issues

Skills

Qualifications

Post-secondary degree in related field4 to 6 years relevant experienceProficiency in sales management software

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.