BMO
BMO Financial Group Client Service Assistant
Job Description
Enhance client services with BMO Financial Group as a Client Service Assistant, focusing on building strong client relationships while aiding Investment Advisors in daily operations.
This role offers the chance to contribute to client satisfaction through exceptional administration and support for Investment Advisors. You'll manage various tasks including client inquiries, marketing activities, and maintaining accurate records. Strong organizational and collaboration skills are essential for success in this role.
Key Responsibilities:
• Support advisory teams by coordinating client events
• Assist clients with requests related to account management
• Maintain organized client files and databases
• Provide technology support for team members
• Execute compliance measures to protect client assets
Requirements:
• Relevant experience of 1-2 years in client service
• Knowledge of wealth management operations is a plus
• Familiarity with financial planning te...
This role offers the chance to contribute to client satisfaction through exceptional administration and support for Investment Advisors. You'll manage various tasks including client inquiries, marketing activities, and maintaining accurate records. Strong organizational and collaboration skills are essential for success in this role.
Key Responsibilities:
• Support advisory teams by coordinating client events
• Assist clients with requests related to account management
• Maintain organized client files and databases
• Provide technology support for team members
• Execute compliance measures to protect client assets
Requirements:
• Relevant experience of 1-2 years in client service
• Knowledge of wealth management operations is a plus
• Familiarity with financial planning te...