BMO Wealth Client Service Associate

Location: Southwestern Ontario

Join BMO as a Wealth Client Service Associate, enhancing client experiences through dedicated service. This role requires proficiency in managing investment-related inquiries and consultations.

As part of the Wealth Sales & Service team at BMO, your focus will be on building and managing client relationships effectively. You will coordinate marketing activities, book client meetings, and deliver customized investment advice. This role will leverage your skills in financial planning and administration to ensure compliance and confidentiality in all client interactions.

Key Responsibilities:

• Coordinate marketing activities for the advisory team

• Book meetings and prepare client review packages

• Follow up on client inquiries and account maintenance

• Monitor incoming and outgoing assets for clients

• Mentor new team members on processes and technology

Requirements:

• 3-5 years of experience in client service or finance

• Comprehensive understanding of investment products

• Strong organizational and collaborative skills

• Capacity for handling compliance and regulatory tasks

• Excellent communication and problem-solving skills

Be a pivotal part of BMO's commitment to client satisfaction and service excellence.
#J-18808-Ljbffr