Client Service Associate
BMO US
About this role
A client-facing role supporting Investment Advisors and branch operations with day-to-day administration and exceptional client service to help achieve business objectives. The position manages client relationships, prepares portfolio reviews, coordinates marketing and client events, and handles account maintenance and transactions. It also ensures regulatory compliance and maintains client records and databases.
Skills
Qualifications
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.
Recent company news
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About BMO US
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for BMO US.
Salary
$36k – $66k
per year