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Wealth Client Services Specialist
Job in
Hinsdale, DuPage County, Illinois, 60521, USA
Listed on 2026-07-20
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
BMO Financial Group is seeking a client portfolio support professional to assist wealth advisors and relationship managers in developing business, conducting market research, and identifying prospective clients. You will serve as the primary service contact, manage client issues, and coordinate activities for strategic initiatives while maintaining regulatory standards.
The role emphasizes collaboration with internal and external stakeholders, preparing financial plan reports, and updating sales
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