Client Service Assistant
BMO US(1 month ago)
About this role
An Investment Advisor Support role at BMO that provides administrative and client-facing support to Investment Advisors and their teams to help achieve business objectives. The position focuses on delivering exceptional client service, maintaining client records, and supporting branch operations. It contributes to client retention and relationship growth through coordination across teams.
Required Skills
- Client Service
- Account Opening
- Money Movement
- Reporting
- Database Management
- Event Planning
- Communication
- Organization
- Collaboration
- Analytical Skills
+2 more
Qualifications
- Post-Secondary Degree (preferred)
- Canadian Securities Course (required within 18 months)
- Conduct and Practices Handbook Exam (required within 18 months)
- BMO NB Investment Representative Licensing Program (30-day)
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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