Client Service Assistant
BMO US(3 days ago)
About this role
This role supports investment advisors by managing administrative tasks, client service, and relationship-building activities within a wealth management setting. The position involves coordinating client interactions, handling inquiries, supporting technology use, and assisting with client portfolios to foster long-term relationships.
Required Skills
- Client Service
- Relationship Management
- Financial Products
- Technology Support
- Administrative Skills
- Communication Skills
- Report Generation
- Customer Support
- Teamwork
- 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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