Client Service Assistant
BMO US(1 month ago)
About this role
A Client Service Associate supporting Investment Advisors and branch operations within BMO’s Wealth Sales & Service group. The role focuses on providing administrative support and ensuring a positive client experience to help achieve business objectives. The position is based at the branch and works closely with advisory teams and staff.
Required Skills
- Client Service
- Account Opening
- Money Movement
- Reporting
- Database Management
- Technology Support
- Marketing Coordination
- Event Planning
- Compliance
- Confidentiality
+3 more
Qualifications
- Post-Secondary Degree
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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