Client Service Associate, BMO Nesbitt Burns
BMO US(18 days ago)
About this role
This role supports investment advisors and their teams by managing client relationships, administrative tasks, and client service operations. It involves coordinating marketing, processing client requests, maintaining records, and assisting in client portfolio management.
Required Skills
- Client Service
- Portfolio Management
- Schedule Coordination
- Trade Processing
- Regulatory Compliance
- Customer Relations
- Financial Products
- Administration
- Communication Skills
- Technology Support
Qualifications
- Canadian Securities Course
- Conduct and Practices Handbook
- Current registration as Investment Representative
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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