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Client Relationship Specialist

BMO · Onalaska, WI · $41,500–$65,500 a year · Full time

Posted Sep 8, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

This role supports financial and investment planning for clients from the Main Street office in Onalaska. What support work have you done alongside an advisor?

What they are checking: Whether they have supported an advisor directly, handling client service and paperwork, which is the core of this supporting role.

The posting names expanding the team's growth through outbound calls. How do you make a call to someone who did not ask to hear from you?

What they are checking: Whether they can make outbound calls that are respectful and useful, since growing the team's business depends on reaching new clients comfortably.

You'd independently resolve client complaints and escalate as required. Tell me about a complaint you handled.

What they are checking: Whether they resolve complaints fairly and know when to escalate, since handling problems well often strengthens a client's trust in the team.

The posting names keeping current with the marketplace and the legal and regulatory environment. How do you stay current?

What they are checking: Whether they have real habits for staying current on markets and regulations, which protect clients and keep the team compliant.

How do you work with an advisor whose way of doing things differs from yours?

What they are checking: Whether they adapt well to an advisor's working style while still contributing ideas, since this role works closely with one person daily.

What would you do

You'd provide detailed information about products and services and determine appropriate communication on aspects of investing. Where is the line between explaining a product and giving advice?

What they are checking: Whether they understand where explaining products ends and giving investment advice begins, since crossing that line creates regulatory and client risk.

A client calls upset about market losses. What do you say?

What they are checking: Whether they respond to worried clients with empathy and calm, without making promises or giving advice they are not licensed to give.

This is an in-office role in Onalaska supporting a wealth team. What would you want to know about the team and the client base before you took it?

What they are checking: Whether they ask thoughtful questions about the team and client base before committing, which shows they are choosing the role carefully.

About the work

You'd monitor sales and service performance against plan to identify gaps and best practices. What would you look at?

What they are checking: Whether they know which sales and service measures show real gaps, and can turn that monitoring into practical improvements for the team.

How do you keep client records and follow-ups organized across a book of clients?

What they are checking: Whether they have reliable systems for client records and follow-ups, since missed details in wealth management quickly damage client trust.

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The full job description

As published by BMO.

Application Deadline: 11/29/2026 Address: 1145 Main 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 products and services offered. • Determines appropriate communication/service regarding all aspects of investing. • Independently resolves client complaints in a timely and effective manner; escalates as required. • Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry. • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. • Analyzes data and information to provide insights and recommendations. • Gathers and formats data into regular and ad-hoc reports, and dashboards. • Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. • Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. • Maintain the schedule / calendar to coordinate customer meetings and office coverage. • Meets high-quality service standards to maximize relationship retention and growth. • Develops rapport and instills confidence with the client to develop credibility and earn their trust. • Organizes work information to ensure accuracy and completeness. • 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 branch. • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. • Analyzes issues and determines next steps. • Broader work or accountabilities may be assigned as needed. • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. • Advanced knowledge of investment process and procedures. • Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team. • Relevant investment industry licensing for the designated jurisdiction / portfolio. • Specialized knowledge. • Verbal & written communication skills - Good. • Organization skills - Good. • Collaboration & team skills - Good. • Analytical and problem solving skills - Good. Salary : $41,500.00 - $65,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO 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 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. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO 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.

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