Client Service Assistant
BMO US(11 days ago)
About this role
This position supports Investment Advisors and branch operations by handling client service, administrative tasks, and supporting relationship development. It focuses on delivering a positive client experience and assisting with investment-related needs within a wealth management environment.
Required Skills
- Client Service
- Technology Applications
- Sales Support
- Relationship Management
- Financial Products
- Communication
- Organization
- Teamwork
- Report Generation
- Compliance
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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