Wealth Client & Service Specialist
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-17
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
Bank of Montreal in Chicago is seeking a candidate to provide support and product expertise for the BMO Family Office, focusing on wealth advisors and relationship managers. The role involves client relationship management, supporting business development efforts, and ensuring exceptional client experiences.
The ideal candidate will have a post-secondary degree and 4-6 years of relevant experience in financial planning and wealth management. The position offers a competitive salary and various employee benefits, including health insurance and retirement plans.
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