Client Service Manager – Harris myCFO recruitment

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 Senior 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 responsibility 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

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.