BMO institutional client service associate coordinating onboarding, reporting, and account operations. Supporting investment clients and Institutional Sales across financial - services teams.
About the role
- Client Services Manager driving business development, prospecting, and client growth for Ryan’s professional services firm. Managing proposals, relationships, sales coordination, and limited team supervision.
Responsibilities
- Communicate the Firm’s vision and capabilities to the marketplace
- Engage clients and prospects consultatively to provide customized solutions for Ryan
- Expand and cross-sell within client relationships
- Research, initiate, and develop new business relationships by targeting qualified prospects
- Partner with Client Services Directors and Principal on business development pursuits
- Meet with prospects and clients regarding potential engagements
- Identify, research, and pursue prospects and clients to generate new business
- Make cold calls and maintain contact through telephone and email
- Build and maintain key prospect and client relationships
- Attend business development meetings locally and nationally to generate new leads
- Develop responses to engagement letters, MSAs, agreements, and proposals
- Maintain a deep understanding of the Firm’s service offerings and alliance partners’ products and service lines
- Utilize Internet tools such as OneSource to uncover opportunities
- Monitor timely service delivery and adherence to Client Service Principles
- Anticipate client issues and needs proactively
- Maintain entries in the Firm’s Prospect Register and/or Salesforce.com
- Coordinate sales efforts and joint-selling activities with Client Services and Service Delivery team members
- Stay current on tax issues that may create sales opportunities
- Generate documentation to assist in deal closing, including presentations and engagement letters
- Understand business issues and commercial drivers, and recognize operational improvements, risks, and re-engineering opportunities
- Assist with other projects and duties as needed
- Provide limited supervision for the Business Development Department, including training employees, assigning work, and checking work for accuracy and completeness
- Interact regularly with employees and clients in person, via email, and telephone
Requirements
- Bachelor’s degree with 5+ years of experience including Business Development
- Strong business development experience
- Strong verbal and written communication skills
- Professional demeanor and people-oriented approach
- Ability to multi-task within a business development team, work with urgency under pressure, and prioritize effectively
- Willingness to accept direction and instruction
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)
- Experience with document management systems such as Microsoft SharePoint, Google Drive, Dropbox or eFileCabinet
- Experience with ERP systems for entering time and billing information, such as Workday, PeopleSoft, Oracle or SAP
- CRM experience in entering, reviewing and reporting sales information, such as Salesforce, Microsoft Dynamics, OnContact, or NetSuite
- Valid driver’s license required
- Independent travel requirement: 50%+
Benefits
- Hybrid and Remote Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- Up to 20 Weeks of Parental Leave Top-up (Adoption Included)
- Monthly Gym Membership OR Gym Equipment Reimbursement
- Health and Dental Benefit Eligibility Effective Day One
- RRSP with Employer Match
- Tuition Reimbursement After One Year of Service
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