Client Service Associate
BMO US(13 days ago)
About this role
A Client Associate at BMO Financial Group supports Investment Advisors and branch operations by managing administrative tasks, client relationships, and service delivery. The role involves coordinating client interactions, facilitating account maintenance, and providing professional investment support to foster long-term client relationships.
Required Skills
- Client Management
- Account Maintenance
- Investment Support
- Customer Service
- Financial Regulations
- Trade Processing
- Compliance
- Relationship Building
- Technology Support
- Documentation
Qualifications
- Canadian Securities Course
- Conduct and Practices Handbook
- Current registration as Investment Representative (IR)
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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