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Client Relationship Specialist

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BMO
📍 Green Bay, United States
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Location Green Bay
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Posted June 19, 2026
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Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Application Deadline:

05/28/2026

Address:

310 W Walnut Street

Job Family Group:

Wealth Sales & Service

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.

  • Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
  • Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
  • Expands the business growth potential of the team through telemarketing and outbound calls.
  • Coordinates marketing activities and sales material to support client / prospect conversations.
  • Provides knowledge detailed information about produc...

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    📍 Location Details

    🌆
    City
    Green Bay
    🗺️
    Country
    United States
    🚗
    Commute
    Local Area

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