Client Service Associate
BMO US(26 days ago)
About this role
Client-focused role supporting Investment Advisors and IA teams with administrative, client service, and branch operations to help achieve business objectives. The position involves managing client relationships, coordinating meetings and marketing activities, and assisting with account maintenance and trade processing. The role also supports compliance, documentation, and mentorship of junior team members.
Required Skills
- Client Service
- Investment Knowledge
- Account Maintenance
- Trade Processing
- Compliance
- Communication
- Organization
- Analytical Skills
- Team Collaboration
- Event Planning
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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