Investment Associate

BMO Harris Sarasota , FL 34236

Posted 2 months ago

Address:

240 S. Pineapple Avenue

Job Family Group:

Wealth Sales & Service

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.

  • Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.

  • Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).

  • Expands the business growth potential of the team through telemarketing and outbound calls.

  • Coordinates marketing activities and sales material to support client / prospect conversations.

  • Provides knowledge detailed information about products and services offered.

  • Determines appropriate communication/service regarding all aspects of investing.

  • Independently resolves client complaints in a timely and effective manner; escalates as required.

  • Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.

  • Analyzes data and information to provide insights and recommendations.

  • Gathers and formats data into regular and ad-hoc reports, and dashboards.

  • Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.

  • Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

  • Maintain the schedule / calendar to coordinate customer meetings and office coverage.

  • Meets high-quality service standards to maximize relationship retention and growth.

  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.

  • Organizes work information to ensure accuracy and completeness.

  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.

  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.

  • Analyzes issues and determines next steps.

  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • Advanced knowledge of investment process and procedures.

  • Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.

  • Relevant investment industry licensing for the designated jurisdiction / portfolio.

  • Specialized knowledge.

  • Verbal & written communication skills

  • Good.
  • Organization skills
  • Good.
  • Collaboration & team skills
  • Good.
  • Analytical and problem solving skills
  • Good.

We're here to help

At BMO Harris Bank we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmoharris.com.

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Summer Associate 2022

Williams Parker

Posted 3 days ago

VIEW JOBS 10/15/2021 12:00:00 AM 2022-01-13T00:00 <p>Williams Parker is seeking second year law students (2Ls) for its ten-week summer 2022 associate program. Our Summer Associate Program offers 2L students an opportunity to engage in intellectually stimulating work that is indicative of real associate life. It is designed to meet two goals: (i) to introduce you to life in Sarasota as a Williams Parker attorney, and (ii) to provide you with the experience and tools to ensure your long-term success at our firm or another law firm.</p> <p>We provide work assignments, client experiences, mentoring, and training that approximate those provided to younger associates. In addition, we provide ample opportunities for you to get to know and be known by firm attorneys in social and professional settings. We believe it is important to know the people with whom you will spend your career and to be comfortable with the decision to practice law with them. We’ve designed our Summer Associate Program to be an enjoyable, challenging experience which will allow both you and us to determine if you are the right fit for our firm. When we mutually come to that determination, then it is likely that we will have a long and successful working relationship.</p> <p>As a summer associate at Williams Parker, you’ll join a team of experienced lawyers who care about your growth as a successful attorney. We strive to ensure your experience is rich with substantive work that both interests and challenges you and to provide you with invaluable guidance, feedback, and opportunities for networking and development. Our summer program is designed to give students a real sense of what it means to practice at Williams Parker—from legal research to brief writing to the “Big Project,” you’ll contribute to real work for real clients and experience all aspects of life at the firm.</p> <p>Our program attracts qualified candidates from a range of law schools, such as Boston, Cornell, Emory, Florida State, Georgetown, John Marshall, Stetson University, Texas A&amp;M, University of Alabama, University of California—Berkeley, University of Florida, University of Michigan, University of Texas, University of Virginia, Vanderbilt, and Washington and Lee.</p> <p><strong>The “Big Project”</strong></p> <p>At the cornerstone of our summer program is the “Big Project”—an opportunity for our summer associates to gain a realistic sense of law firm life and work. Each of the firm’s practice areas prepares several in-depth research assignments, from which students select to focus a significant portion of their clerkship. Each summer associate will work closely with a designated attorney to develop their project, conducting significant research and writing, and receiving valuable feedback and guidance throughout the process. At the culmination of the project, students will make oral presentations of their projects to attorneys from across the firm.</p> <p>In addition to the “Big Project,” summer associates will have opportunities to handle a number of smaller assignments from attorneys throughout the firm. Our goal is to help you develop and succeed as attorneys. In addition to serving as mentors, our attorneys provide comprehensive feedback regarding each assignment with which students are tasked.</p> <p><i>For more FAQ’s visit our website</i><strong>: </strong><a href="https://www.williamsparker.com/careers/summer-associates/" rel="nofollow noreferrer noopener" class="external">https://www.williamsparker.com/careers/summer-associates/</a></p><p><strong>Requirements</strong></p><p>Candidate should have excellent undergraduate academic records, performed successfully in law school, and demonstrated leadership abilities. Strong ties to the Sarasota area are also preferred. We offer a professional and collegial work environment and competitive compensation.</p><p><strong>Benefits</strong></p><p>Weekly compensation of $2,500.</p> <p>Many informal and formal social activities planned during the summer.</p> Williams Parker Sarasota FL

Investment Associate

BMO Harris