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Wealth & Client Experience Specialist

Job in San Rafael, Marin County, California, 94911, USA
Listing for: Bank of Montreal
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 57500 - 106500 USD Yearly USD 57500.00 106500.00 YEAR
Job Description & How to Apply Below
Position: Wealth Growth & Client Experience Specialist

Bank of Montreal is looking for a candidate to provide support for the BMO Family Office business development in San Rafael, California. This role involves preparing business proposals, managing client relationships, and ensuring exceptional service delivery.

The ideal candidate should have 4–6 years of relevant experience, strong communication skills, and proficiency in financial planning and wealth management.

Compensation ranges from $57,500 to $106,500 with various benefits included.

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