BMO
Client Relationship Assistant at BMO Wealth Management
Job Description
Become a Client Relationship Assistant at BMO Private Wealth, based in Markham and North York, where you will deliver exceptional support for Investment Advisors and clients. Focus on high-quality service and relationship building in your role.
As a key member of the advisory team, you’ll coordinate marketing activities, respond to client inquiries, and prepare for meetings, enhancing operational efficiency. Your ability to develop rapport with clients will be crucial for retaining and growing relationships in this essential support role.
Key Responsibilities:
• Coordinate client recognition and marketing initiatives
• Schedule and support preparation for client meetings
• Address and resolve client day-to-day inquiries
• Generate relevant reports and maintain client files
• Work collaboratively with other team members
Requirements:
• 1–2 years of relevant experience in finance
• Familiarity with wealth management and operational aspects
• Proficiency i...
As a key member of the advisory team, you’ll coordinate marketing activities, respond to client inquiries, and prepare for meetings, enhancing operational efficiency. Your ability to develop rapport with clients will be crucial for retaining and growing relationships in this essential support role.
Key Responsibilities:
• Coordinate client recognition and marketing initiatives
• Schedule and support preparation for client meetings
• Address and resolve client day-to-day inquiries
• Generate relevant reports and maintain client files
• Work collaboratively with other team members
Requirements:
• 1–2 years of relevant experience in finance
• Familiarity with wealth management and operational aspects
• Proficiency i...