Client Service Associate
BMO US(1 month ago)
About this role
This role supports Investment Advisors and branch operations by providing administrative and client service support to help achieve business objectives. It is a client-focused position at BMO that assists with client relationship maintenance and advisory team coordination.
Required Skills
- Client Service
- Meeting Booking
- Marketing Coordination
- Portfolio Reviews
- Account Maintenance
- Trade Execution
- Compliance
- Reporting
- Database Management
- Coaching
+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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