Elevate client relationships with BMO Financial Group as a Client Service Assistant. This role emphasizes exceptional service, administrative support, and collaboration to meet clients' investment needs.
BMO Financial Group is seeking a Client Service Assistant responsible for supporting Investment Advisors and enhancing branch operations. Ideal candidates will possess experience in client services and an understanding of investment products. You will coordinate marketing initiatives and manage day-to-day client requests, ensuring a positive client experience.
Key Responsibilities:
• Assist Investment Advisors by preparing for client meetings
• Handle general client inquiries and money movement requests
• Maintain and organize client databases and files
• Generate reports and documents for client accounts
• Support team members on technology and procedural inquiries
Requirements:
• 1-2 years of relevant experience in client services
• Knowledge of wealth m...