BMO

Client Service Associate

BMO

2 months ago
Vancouver, BC, Canada
Onsite
Full Time
Senior
0 applicants
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BMO
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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.

Skills

Qualifications

Canadian Securities CourseConduct and Practices HandbookCurrent registration as Investment Representative (IR)
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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