Client Service Associate, BMO Nesbitt Burns
BMO US(6 days ago)
About this role
The role involves supporting Investment Advisors and branch operations through client management, administrative tasks, and service delivery. It emphasizes building strong client relationships, coordinating marketing activities, and ensuring compliance, with potential discretionary compensation and a focus on professional development.
Required Skills
- Client Management
- Administrative Skills
- Financial Services
- Regulatory Knowledge
- Communication
- Trade Processing
- Relationship Building
- Customer Service
- Teamwork
- Problem Solving
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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