Sunday, March 18, 2012

Client Service Manager Harrish myCFO

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At our company, we have been helping our customers and communities for over 125 years. In July 2011, our parent company BMO Financial Group acquired Marshall & Ilsley Corporation (M&I). Over the next year, we will be working to bring the best of Harris and M&I together under the BMO Harris Bank name.  Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance. 

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. We are an Equal Opportunity Employer. By embracing diversity, we gain strength through our people and our perspectives.
This challenging position is responsible for providing proactive investment analysis and client service support to Senior Portfolio Managers and Senior Investment Advisors who are responsible for servicing Harris myCFO investment clients.

ACCOUNTABILITIES

Retain, service and enhance client relationships
• Primary contact for handling client transactions, responding to and resolving routine client inquiries and service issues.
• Prepare custom investment reports and client deliverables.
• Demonstrate and maintain an in-depth  understanding of the client’s profile, objectives and goals.
• Demonstrate strong team support in retaining 95%+ client assets under advisement.
• Collaboratively develop and execute client plans/SWOT analysis.
• Enhance current relationships through effective communication and trust building skills.
• Partner with service team to deliver premier customer service and comprehensive financial services to clients.
Effectively deliver investment advice and implementation support
• Support Senior Portfolio Managers and Seniro Investment Advisors in the delivery of investment advice and the implementation of investment solutions.
• Primary trading responsibility for portfolio management team, assist with implementation of investment management efficiencies.
• Prepare custom reports/investment analytics, research (Bloomberg, Zephyr, Asset Allocation tools, etc)
• Define, implement and maintain portfolio asset allocation levels to meet the client’s investment objectives using Harris’ strategic and active asset allocation targets.
• Utilize Harris’ computer models and approved working lists of securities to assist in the structuring of client portfolios.
• Comply with established processes, procedures and regulations in constructing client portfolios.
• Work to achieve expert status on all investment and workstation systems and tools.
• Ensure that 100% of Investment Policy Statements are in alignment with client goals and objectives.
• Demonstrate working knowledge of the firm's asset allocation process, current viewpoints and approved investment manager universe.
• Review Client portfolios and make recommendations to the Portfolio Manager or Senior Investment Advisor to ensure that they reflect the client's objectives and are in alignment with the firm's viewpoints.
• Ensure effective, accurate and timely implementation of all investment recommendations.
Operational Effectiveness/Coordination
• Build and maintain effective relationships with the integrated service team to deliver a great customer experience.
• Oversight repsonsibility to ensure effective, accurate and timely implementation of all administrative activities.
• Ensure accurate and timely delivery of Quarterly Investment Reports and client deliverables.
• Help identify and implement process enhancements to streamline workflow, work closely with all members of the support team to provide assistance, back-up and coverage to make a strong contribution to a solid and dependable team environment.

Requirements

Education
• Bachelor’s degree; progress toward CFA and/or MBA highly desirable.
Experience
• 3-5 years experience with a financial services organization in a client service /analyst role with demonstrated success in supporting relationships in the ultra high net worth space.
• Experience in managing relationships with sophisticated and demanding individuals and/or fiduciaries with complex needs.
• Demonstrated client service and investment support experience and contributing to a team-based service deliverable.
Skills
• Advanced software skills (Excel, PowerPoint, Word, Outlook, Adobe Professional, SharePoint)
• Strong project management and organizational skills and proven track record of meeting multiple, sometimes conflicting deadlines
• Must be able to deal with confidential client materials.
• Ability to quickly learn proprietary software and databases
• Exceptional interpersonal, verbal and written communication skills
BMO Harris Bank thanks all applicants. We advise only those who qualify for an interview will be contacted.

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