BMO
Investment Client Service Assistant Role
Job Description
Join BMO Financial Group as an Investment Client Service Assistant, where your focus on exceptional client service and administrative efficiency will drive success for Investment Advisors.
In this pivotal role, you will support one or more Investment Advisors at BMO. Responsibilities include organizing marketing activities, managing client requests, and maintaining up-to-date client information. Seeking someone with a passion for client relationships and the ability to handle various operational tasks in a financial setting.
Key Responsibilities:
• Coordinate marketing and client recognition activities
• Help prepare for client meetings and appointments
• Address day-to-day client inquiries and issues
• Generate necessary reports for client files
• Ensure compliance with risk management protocols
Requirements:
• 1-2 years experience in client service roles
• Understanding of traditional and non-traditional...
In this pivotal role, you will support one or more Investment Advisors at BMO. Responsibilities include organizing marketing activities, managing client requests, and maintaining up-to-date client information. Seeking someone with a passion for client relationships and the ability to handle various operational tasks in a financial setting.
Key Responsibilities:
• Coordinate marketing and client recognition activities
• Help prepare for client meetings and appointments
• Address day-to-day client inquiries and issues
• Generate necessary reports for client files
• Ensure compliance with risk management protocols
Requirements:
• 1-2 years experience in client service roles
• Understanding of traditional and non-traditional...