BMO Financial Group
Client Service Assistant BMO Wealth
Job Description
Enhance client relationships as a Client Service Assistant at BMO, located at 4881 Yonge Street. This role focuses on client inquiries, technology support, and marketing coordination.
In this role at BMO, you will coordinate marketing initiatives, assist in client meeting preparations, and handle day-to-day requests. With 1-2 years of relevant experience, you will engage with technology and operational processes to ensure a smooth client experience. Building rapport and trust with clients is essential for this position, aimed at retaining long-term relationships.
Key Responsibilities:
• Coordinate marketing activities for the advisory team
• Assist in scheduling client meetings and managing inquiries
• Generate reports and maintain organized client databases
• Support team members with technology issues
• Ensure compliance with risk and privacy policies
Requirements:
• 1-2 years relevant experience preferred
• Knowledge of wealth management operations
•...
In this role at BMO, you will coordinate marketing initiatives, assist in client meeting preparations, and handle day-to-day requests. With 1-2 years of relevant experience, you will engage with technology and operational processes to ensure a smooth client experience. Building rapport and trust with clients is essential for this position, aimed at retaining long-term relationships.
Key Responsibilities:
• Coordinate marketing activities for the advisory team
• Assist in scheduling client meetings and managing inquiries
• Generate reports and maintain organized client databases
• Support team members with technology issues
• Ensure compliance with risk and privacy policies
Requirements:
• 1-2 years relevant experience preferred
• Knowledge of wealth management operations
•...