Client Service Assistant
BMO US(29 days ago)
About this role
Client Service Associate supporting Investment Advisors and branch operations within a wealth management team. The role focuses on administrative support, exceptional client service, and helping to retain and grow client relationships through coordination of team activities and client-facing initiatives.
Required Skills
- Marketing
- Scheduling
- Money Movement
- Account Servicing
- Reporting
- Database Management
- Tech Support
- Compliance
- Client Relations
- Analytical Skills
+1 more
Qualifications
- Post-Secondary Degree (Desirable)
- Branch/Jurisdiction Licensing
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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