Client Service Associate
BMO US(26 days ago)
About this role
A client-focused support role within BMO’s Wealth Sales & Service team that assists Investment Advisors and branch operations. The position helps ensure strong client relationships and supports business objectives through administrative, compliance, and client-facing activities. It is based at a branch location and part of the broader wealth management organization.
Required Skills
- Client Service
- Calendar Management
- Marketing Coordination
- Event Planning
- Portfolio Reviews
- Account Administration
- Trade Execution
- Compliance
- Reporting
- Database Management
+4 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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