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BMO U.S.

Client Service Analyst – Investments

BMO U.S.

Client Service Analyst providing financial planning support and enhancing client experiences for BMO. Collaborates with wealth advisors to manage client portfolios and prepare proposals.

Posted 5/1/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $54,000 - $99,600 per yearWebsite

About the role

Key responsibilities & impact
  • Provides support and product expertise for the financial planning business development
  • Services relationships in the assigned portfolio to ensure an exceptional client experience
  • Assists in preparing new business proposals or presentations to clients/prospects
  • Assists Wealth Advisors in market research of client and prospects
  • Acts as the key service contact for clients and takes ownership of client issues
  • Collaborates with other stakeholders to resolve issues
  • Prepares reports for financial plans and tracks metrics and milestones

Requirements

What you’ll need
  • Typically between 3 - 5 years of relevant experience
  • Post-secondary degree in related field of study or an equivalent combination of education and experience
  • General knowledge of financial planning and wealth management
  • Working towards a financial planning designation preferred
  • Proficiency in office software and sales management software
  • Comfortable exploring beyond one's area of technical expertise
  • A willingness and aptitude to influence and recognize new business opportunities
  • Specialized knowledge from education and/or business experience

Benefits

Comp & perks
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningwealth managementmarket researchbusiness proposalsreport preparationmetrics tracking
Soft Skills
client experienceproblem-solvingcollaborationinfluenceaptitude for new opportunities
Certifications
financial planning designation