Client Service Assistant
BMO US(11 days ago)
About this role
This role supports Investment Advisors and branch operations, providing client service and administrative assistance to foster long-term relationships, contribute to business growth, and ensure compliance with regulatory standards.
Required Skills
- Client Service
- Relationship Management
- Financial Products
- Communication Skills
- Organization
- Technology Applications
- Report Generation
- Client Database
- Team Support
- Investment Guidance
Qualifications
- Post-secondary Degree in Related Field
- Canadian Securities Course
- Conduct and Practices Handbook
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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