Client Service Assistant, BMO Nesbitt Burns
BMO US(17 days ago)
About this role
This role involves supporting Investment Advisors and branch operations by providing administrative assistance, client service, and relationship management. The position focuses on delivering exceptional client experiences, assisting with investment needs, and coordinating team activities within a wealth management setting.
Required Skills
- Client Service
- Administration
- Communication
- Database Management
- Financial Products
- Technology Support
- Relationship Management
- Team Collaboration
- Reporting
- Compliance
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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