Client Service Associate, Private Wealth
BMO US(11 days ago)
About this role
This role supports Investment Advisors and Private Wealth branch operations by providing administrative assistance and delivering outstanding client service. It involves managing client relationships, coordinating meetings, handling inquiries, and ensuring compliance and documentation procedures are followed.
Required Skills
- Customer Service
- Financial Planning
- Account Management
- Communication
- Compliance
- Trade Processing
- Client Relationship
- Documentation
- Technology Support
- Teamwork
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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