Senior Client Service Associate

BMO Chicago , IL 60602

Posted 3 months ago

BMO Global Asset Management (GAM) is a global investment manager with 20 offices in 14 countries and $260B in assets under management. BMO GAM offers complete investment advisory solutions and multidisciplinary asset management strategies to institutional investors, consultants, wealth advisors and their clients. The Senior Client Service Associate will partner with the relationship manager to provide support for our institutional client relationships. They will be responsible for owning and demonstrating BMO GAM's culture and vision, investment philosophy, capabilities and operational offerings as they cultivate a service environment targeted towards enhancing the client experience.

Client Support

  • Have an in-depth understanding of the client relationship to provide proactive support to clients

  • In partnership with the relationship manager, develop strategic plans to deliver premium service across the client base

  • Develop strong relationships with our client contacts

  • Deliver a superior experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports

  • Oversee and ensure timely and accurate distribution of all deliverables

  • In coordination with other team members, provide coverage and support for new account opening process, account adjustments, and closings coordinate with compliance, legal, accounting and operations to fund new accounts and set up guidelines and IMAs.

  • Client Change Management : Manage client events such as client restructures, custody changes, billing changes, contact changes

  • Assist in the management of client meetings, taking an active role where appropriate

Client Reporting

  • Proactively implement reporting standards for our clients

  • Understand unique requirements of each client ensuring the accurate execution of client reporting

  • Create, update, and maintain templates for client reporting

  • Take responsibility for quality control for all client communications ensuring timely responses to client queries

Processes and Procedures

  • Understand flow of client, market and fund information across BMO GAM and with our back and middle office providers

  • Collaborating with key stakeholders to identify opportunities for process improvements and automation

  • Oversight for cash flow management for clients, ensuring timely execution of all instructions

  • Manage accuracy of client information on Salesforce

  • Maintain and improve processes related to governance and risk oversight

Team Projects

  • Lead and partake in global and regional projects relating to institutional client service

  • Support execution of business initiatives as it relates to BMOs clients projects

  • Assist in business reporting on all aspects of the client relationship

Knowledge and Skills

  • 7 years of experience in the investment management industry working in a client service function

  • Working knowledge of equity, fixed income, and alternative products as well as various investment vehicles

  • Experience working with institutional clients such as foundations, endowments, pension plans, and corporate clients

  • Client oriented

  • Strong communication skills, both written and verbal

  • Strong experience in project management, strategic thinking and problem solving

  • Well organized; able to prioritize and to reassess workload in order to meet changing demands

  • Team player and self-starter

  • Proficiency in Microsoft Office Suite, Advanced Excel and PowerPoint skills required

  • Familiarity with Factset, Salesforce, Seismic, and Vermilion preferred

  • MBA or CFA designation a plus

  • FINRA 7 and 66 licenses

We're here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do helping people is in our DNA. For 200 years we have thought about the futurethe future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.

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

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

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
Private Banking Senior Client Service Associate

Fifth Third Bank

Posted 5 days ago

VIEW JOBS 10/17/2019 12:00:00 AM 2020-01-15T00:00 Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Supports the Private Banker and interacts directly with the client to meet their basic banking needs. Builds effective relationships with Private Banking team to enhance the client experience. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures thatactions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Works under the guidance of the Private Banker, WMA, and other specialists to ensure the Private Banking client experience is delivered. * In conjunction with the Private Banker and/or WMA, ensures service standards and metrics are met based on client banking needs. * Takes ownership for resolving client banking issues and notifies Private Banker of status /resolution; can handle more complex issues. * Assists Private Bankers in the administration of their client relationships. * May often act as a primary point of contact for the administrative needs of our Private Banking clients. * Identifies opportunities and cross-sells basic banking products and services to their assigned clients. * Participates in the Life360 Process as requested. * Delivers high level of service while maintaining bank integrity, and abiding by both corporate and industry regulations. * Follows documented banking procedures. * Effectively works with internal business partners (e.g., call center, funding desk, consumer underwriting, etc.). * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site ( provides the MU4R questions and registration requiredforemployment in this position. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE & SKILLS REQUIRED: * Associate degree or BS/BA is preferred. * Brings a minimum of 3 years of successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry. * Experienced operating in an environment that stresses both individual accountability and team-based performance. * Exhibits a sense of urgency in a results-driven environment. * Strong interpersonal, organizational, written, and oral communication skills. * Adapts quickly in dealing with an ever-changing banking environment. * Uses effective problem solving skills to resolve client issues. * Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel and PowerPoint. * Knowledge of the Fifth Third banking systems is preferred. Private Banking Senior Client Service Associate LOCATION -- Chicago, Illinois 60606 Fifth Third Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Fifth Third Bank Chicago IL

Senior Client Service Associate