Client Service Assistant, Private Wealth
BMO US(1 month ago)
About this role
Client Service and Administrative role supporting Investment Advisors and branch operations within a wealth management team. Focuses on delivering exceptional client experiences, maintaining client data and files, and supporting business objectives through administrative and client-facing activities. The role may include discretionary compensation and supports growth and retention of client relationships.
Required Skills
- Client Service
- Marketing
- Scheduling
- Money Movement
- Account Opening
- Reporting
- Database Management
- Tech Support
- Compliance
- Communication
+2 more
Qualifications
- Investment Representative (IR) - CIRO (Preferred)
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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