Client Service Assistant
BMO US(5 days ago)
About this role
This role supports Investment Advisors and branch operations with client service, administrative tasks, and relationship management. It involves coordinating marketing activities, assisting with client meetings, handling inquiries, and maintaining records to ensure excellent client experiences and compliance.
Required Skills
- Client Service
- Financial Planning
- Account Management
- Communication Skills
- Technology Applications
- Report Generation
- Relationship Building
- Sales Support
- Investment Knowledge
- Documentation
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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