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Investment Client Success Specialist
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-08-28
Listing for:
BMO
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
BMO Financial Group seeks a client-focused professional to support financial planning and investment advisory services. You will collaborate with team members, leverage performance data, and engage in client acquisition via referrals and marketing initiatives.
Responsibilities include telemarketing, market materials coordination, and providing in-depth product knowledge while maintaining regulatory and privacy standards across client interactions.
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