Sales Coordinator - BMO Global Asset Management

Address:

Provides telephone, administrative and general client support that enables BMO Asset Management to pursue new business and/or retain existing clients. Follows up on client meetings, answers product questions, provides performance data, identifies new sales opportunities, and helps launch new products. Processes and confirms customer transactions, maintains accounts and research lists, and compiles statistical information. Prepares analytical materials used in client meetings. Includes the analysis, production and distribution of statements. Coordinates administrative activities with internal stakeholders, custodian banks, and resolves administrative and operations problems.

• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Analyzes data and information to provide insights and recommendations.
• Manages client requests for information, problem resolution and transaction support.
• Coordinates activities internally and with custodian banks to address client questions and issues
• Provides ongoing reporting as required to senior leaders.
• Identifies new sales opportunities and makes recommendations to sales and/or relationship managers.
• Updates relationship management systems with client contact information.
• Schedules and coordinates meetings, events and presentations.
• Analyzes, produces and distributes client reports.
• Prepares formal/informal support plans to meet client goals and reach client target audiences.
• Participates in client meetings and conference calls to fulfill ongoing customer needs.
• Creates proposals, presentations and relationship review materials.
• Plans and executes communications as required to meet client and/or team objectives.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO 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 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.bmo.com/ca/en.

BMO 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.