● 招聘公司: 蒙特利尔银行金融集团(BMO Financial Group)点击申请● 招聘职位: 客户关系专员(Client Relationship Specialist) ● 工作内容:The Client Relationship Specialist’s primary responsibility is to provide our clients superior customer service experience. Being the first point of client contact, the specialist core mandate is to assist our clients with questions related to their BMO InvestorLine accounts, accept trading instructions on a variety of investment vehicles, educate our clients on BMO InvestorLine products and services as well as look for opportunities to enhance the overall client experience and expand the relationship. ● 工作要求: - 申请人必须成功完成加拿大证券课程、行为与实务手册、衍生品基础课程及加拿大期权课程;
- 熟悉并理解行业法规和标准;
- 对BMO InvestorLine Inc.的产品和服务有广泛的了解;
- 优秀的客户服务技能;
- 良好的电话和沟通技巧;
- 有很强的能力寻找、认识并抓住机会扩大与客户的业务关系;
- 大学或社区学院文凭/学位或同等工作经验;
- 较强的数学技能-计算保证金要求的能力。
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