More jobs:
Job Description & How to Apply Below
Enhance client relationships as a Client Service Assistant at BMO Nesbitt Burns, where strong organizational and communication skills are vital. In this role, you will provide excellent administrative support while ensuring exceptional client service.
BMO Nesbitt Burns is looking for a Client Service Assistant to join its team. This position supports Investment Advisors and branch operations by managing client requests and coordinating marketing activities. Candidates should have at least 1-2 years of relevant experience and a keen interest in wealth management and financial investments.
Key Responsibilities:
• Coordinate marketing activities for the advisory team
• Assist with scheduling and preparing client meetings
• Handle client inquiries and money movement requests
• Generate reports and organize client files
• Provide technology support and training updates
Requirements:
• 1-2 years of experience in client services
• Familiarity with wealth management operations
• Knowledge of investment products and technology
• Strong verbal and written communication skills
• Organizational and analytical abilities
Focus on building strong client relationships and delivering superior service at BMO Nesbitt Burns.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×