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Client Service Associate at BMO - ApplyBlast

Client Service Associate

BMO

4 months ago

3.6 on Glassdoor

Toronto, ON

Onsite

Full Time

Senior

0 applicants

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About this role

The Client Service Associate supports Investment Advisors and Private Wealth branch operations by managing client relationships, conducting administrative tasks, and delivering high-touch service to high-net-worth individuals. This role involves coordinating portfolio reviews, processing trades, maintaining client databases, and ensuring compliance with regulatory requirements while fostering long-term client trust.

Responsibilities

Coordinate marketing activities for the advisory team
Schedule and prepare client portfolio reviews
Process client trades and money movements
Maintain and organize secure client databases
Resolve client complaints and escalate issues

Skills

Qualifications

Investment Representative Licensing with CIROBS in Related Field of Study

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.