Client Service Associate
BMO US(1 month ago)
About this role
Supports Investment Advisors and their teams by managing client administration and branch operations to deliver high-quality client service. The role focuses on building and maintaining client relationships and supporting advisory processes to help achieve business objectives.
Required Skills
- Client Service
- Account Maintenance
- Trade Processing
- Portfolio Reviews
- Compliance
- Communication
- Organization
- Teamwork
- Analytical Skills
- Marketing
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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