Client Service Assistant
BMO US(19 days ago)
About this role
This role supports Investment Advisors and branch operations by providing day-to-day administrative assistance and delivering exceptional client service. It involves coordinating marketing, preparing for meetings, handling client requests, and supporting client relationships and investment needs.
Required Skills
- Client Service
- Financial Planning
- Account Management
- Communication
- Technology Support
- Report Generation
- Relationship Building
- Investment Products
- Regulatory Compliance
- Team Collaboration
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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