Bmo
Vancouver, British Columbia, Canada
Address: 885 West Georgia Street Job Family Group: Wealth Sales & Service Job Description: Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners. Responsibilities: Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance. Accepts and processes orders over the phone or in person. Proactively and professionally provides assistance to team members in order to meet client needs and team members' expectations. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Prepares and vets client / prospect calls lists; tracks progress as required. Maintains and organizes client database. Support sales and service objectives by delivering service to the team's...