Client Service Associate, BMO Nesbitt Burns
BMO US(1 month ago)
About this role
An advisory support role at BMO that assists Investment Advisors, their teams, and branch operations by providing administrative and client-facing support to help achieve business objectives. The position is client-focused and contributes to maintaining client relationships, ensuring compliance, and supporting the overall success of the advisors’ portfolio. Compensation may include salary, commission, and discretionary bonuses.
Required Skills
- Client Service
- Meeting Coordination
- Marketing Coordination
- Portfolio Reviews
- Account Maintenance
- Trade Execution
- Compliance
- Document Management
- Reporting
- Relationship Management
+2 more
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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