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BMO Financial Group Wealth Management Support Specialist I in Chicago, Illinois

The Wealth Management Support Specialist I Delivers exceptional operational and client servicing support to internal colleagues on behalf of Trust, Investment, Estate, and Family Office

clients. Works collaboratively with internal partners and other operational teams to execute daily operational activities of existing client accounts.

  • Provides support to Front Office personnel through transaction processing and performing account maintenance while balancing both the customer and the bank's needs.

  • Meets or exceeds productivity goals as established

  • Meets or exceeds service level agreements as established

  • Identifies areas of improvement to support overall client experiences.

  • Identifies possible trends and barriers to defining a great customer experience and escalates these opportunities for improvement

  • Identify continuous improvement opportunities to increase departments’ performance such as process improvement, complaint investigation, etc.

  • Develop and maintain knowledge and understanding of processed performed within WMSS Specialists team.

  • Builds effective relationships with internal stakeholders.

  • Identifies and escalates all irregularities and discrepancies to management.

  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.


  • 0-3 years experience working in an operational or central processing team environment

  • Post-secondary education in related field of study

  • Strong verbal & written communication skills

  • Intermediate level of Microsoft Excel

  • Knowledge of Trust or fiduciary a plus

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At BMO Harris Bank we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

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BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO Harris Bank does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. BMO Harris Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.