Join BMO as a Client Service Associate, where exceptional client service meets administrative excellence. Help Investment Advisors enhance client relationships while managing their portfolios effectively.
In this pivotal role, you will support a team of Investment Advisors by providing administrative assistance and ensuring client satisfaction. Key tasks include booking meetings, preparing client reviews, and managing account inquiries. Your ability to mentor junior team members and ensure compliance will foster a seamless client experience and contribute to long-term relationship building.
Key Responsibilities:
• Schedule client meetings and prepare necessary documentation
• Coordinate client recognition and marketing events
• Address client inquiries and handle account maintenance
• Monitor and assist in processing financial transactions
• Maintain the integrity of the client database
Requirements:
• 3-5 years of experience in client services
• Advanced ...