Job Description & How to Apply Below
Become part of BMO Financial Group as a Client Relationship Associate, focusing on enhancing client experiences through dedicated service and support. This role is designed for individuals passionate about financial advisory services.
In this client-centric role, you'll support investment advisors by managing client interactions effectively. Responsibilities include booking meetings, coordinating marketing efforts, and executing trades according to client requests. Your advanced knowledge in investment processes will play a key role in assuring compliance and delivering a positive customer experience.
Key Responsibilities:
• Coordinate and set up introductory meetings for new clients
• Manage client inquiries and trades with efficiency
• Maintain organized client documentation and database
• Execute marketing activities and client recognition events
• Provide mentorship to junior team members
Requirements:
• Relevant experience of 3-5 years in financial services
• Proficiency in investment processes and client relations
• Strong understanding of compliance regulations
• Good communication and analytical skills
• Must have completed the Canadian Securities Course
Deliver an outstanding client experience and support investment advisors at BMO as a Client Relationship Associate.
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Position Requirements
10+ Years
work experience
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