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Client Service Associate at BMO - ApplyBlast

Client Service Associate

BMO

3 months ago

3.6 on Glassdoor

Toronto, ON, CAN

Onsite

Full Time

Senior

0 applicants

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About this role

The Client Service Associate supports Investment Advisors and branch operations by managing client relationships, scheduling portfolio reviews, and executing trades. This role involves coordinating marketing activities, resolving client inquiries, and maintaining confidential client files while adhering to regulatory compliance. The position requires a client-focused approach to deliver exceptional service and assist in retaining long-term relationships.

Responsibilities

Schedule and prepare client portfolio reviews for Investment Advisors
Execute client-initiated trades and manage account maintenance
Resolve client complaints and escalate issues as required
Maintain confidential client databases and regulatory documentation
Coordinate marketing activities and client recognition events

Skills

Qualifications

CIRO Investment Representative License

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.