Client Service Assistant
BMO US(1 month ago)
About this role
A client-focused role supporting Investment Advisors, their teams, and branch operations with day-to-day administration and exceptional client service to help achieve business objectives. The position helps manage and grow client relationships by delivering service and advice, and acting as a point of contact between clients and the advisory team.
Required Skills
- Client Service
- Marketing
- Scheduling
- Money Movement
- Account Opening
- Reporting
- Database Management
- Technology Support
- Compliance
- Communication
+3 more
Qualifications
- Post-Secondary Degree (Desirable)
- Canadian Securities Course (to be completed within 18 months)
- Conduct and Practices Handbook (to be completed within 18 months)
- BMO 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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