BMO

Client Service Associate

BMO

3 months ago
Winnipeg, MB
Onsite
Full Time
Medior
0 applicants
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BMO
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About this role

Supports one or more Investment Advisors and branch operations by providing administrative support and delivering exceptional client service. A client-focused role in Wealth Sales & Service committed to managing and growing client relationships and supporting business objectives through collaboration across the advisory team.

Skills

Qualifications

Canadian Securities Course & Conduct and Practices HandbookInvestment Representative (IR) registrationIIROC Continuing Education (10 CO credits)
BMO

About BMO

bmo.com

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.

About BMO

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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