Client Service Associate at BMO Financial Group

Elevate your career as a Client Service Associate with BMO Financial Group, where client relationships flourish through exceptional service in Calgary's wealth management sector. This role focuses on client support and portfolio administration.

Join the Wealth Sales & Service team to assist Investment Advisors by managing day-to-day tasks and enhancing client experiences. With 3-5 years of relevant experience, you will play a crucial role in client onboarding, relationship building, and marketing coordination. Your contributions directly impact the growth and retention of client portfolios while ensuring compliance with regulatory standards.

Key Responsibilities:

• Manage and grow client relationships through service

• Schedule and prepare client portfolio reviews

• Assist Investment Advisors with account maintenance

• Resolve client inquiries and complaints efficiently

• Mentor new team members on processes and technology

Requirements:

• 3-5 years relevant experience in financial services

• Advanced knowledge of investment processes

• Strong verbal and written communication skills

• Collaborative team player with analytical abilities

• Must meet licensing and certification requirements

Drive client satisfaction and bolster investment success as a valuable team member at BMO Financial Group.
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