Client Service Associate Wealth Management at BMO

Location: Brossard

Drive client satisfaction with BMO as a Client Service Associate in Wealth Management. This vital role pairs administrative tasks with personalized client service for investment advisors.

BMO is hiring a dedicated Client Service Associate for its Wealth Management team.

Your role will include booking meetings, coordinating marketing efforts, and supporting client account management. This position is essential for maintaining robust client relationships and ensuring compliance with industry regulations.

Key Responsibilities:

• Organize meetings and prepare client materials

• Manage client communications and follow-ups

• Assist Investment Advisors in client inquiries

• Document and process client account requirements

• Provide insightful client portfolio support

Requirements:

• 3-5 years of relevant experience in financial services

• Knowledge of investment processes and compliance

• Strong verbal and written communication skills

• Proven organizational and analytical capabilities

• Licensing as required by branch regulations

Be a key player in BMO's Wealth Management by enhancing the client experience as a Client Service Associate.
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