Client Service Assistant, BMO Nesbitt Burns
BMO US(5 days ago)
About this role
The role supports Investment Advisors and branch operations by managing client relationships, assisting with administrative tasks, and delivering exceptional customer service. It involves coordinating marketing efforts, handling client inquiries, and supporting investment needs while ensuring compliance and confidentiality.
Required Skills
- Client Service
- Banking
- Finance
- Wealth Management
- Customer Support
- Relationship Management
- Investment Support
- Financial Services
- Technology Support
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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