Capital Family Services jobs

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BMO Financial Group
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  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Data driven decision making - In-depth.
  • Experience in financial services is an asset.
  • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer…
  • Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group…
  • Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
  • Broad knowledge of financial institutions, services and products.
  • 7+ years of experience providing complex wealth planning services or advice.
  • Conducts thorough analysis of client capital and credit risk.
  • Excellent capability to independently and proactively service multiple clients.
  • Develops an expert understanding of business/group challenges and capital management.
  • Supports the delivery of investor relations release reports, initiatives,…
  • Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
  • Good understanding of capital structures to identify referrals.
  • Develops and maintains relationships with existing and potential customers, service providers,…
  • Executes work to deliver timely, accurate, and efficient service.
  • Determines client needs and provides solutions though the sales of managed products and…
  • Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
  • Good understanding of capital structures to identify referrals.
  • Develops and maintains relationships with existing and potential customers, service providers,…
  • Strong knowledge in developing Micro-services.
  • The Lead Application Software Developer is accountable for leading projects through the analysis, design,…
  • The group performs this mandate by sourcing, aggregating, and transforming data across CM in a centrally managed SQL database.