Client Service Associate
BMO US(1 month ago)
About this role
The role supports Investment Advisors and their teams by providing day-to-day administrative support and exceptional client service to help achieve business objectives. It is client-focused and contributes to managing and growing client relationships through service, advice, and coordination of team activities. The position is based at a branch and works closely with internal partners to deliver a consistent client experience.
Required Skills
- Client Service
- Meeting Booking
- Marketing Coordination
- Client Onboarding
- Account Maintenance
- Trade Execution
- Report Generation
- Database Management
- Portfolio Monitoring
- Compliance
+6 more
Qualifications
- Canadian Securities Course
- Conduct and Practices Handbook
- Investment Representative (IR) Registration
- IIROC Continuing Education (10 CO Credits)
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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