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© All Rights Reserved. ApplyBlast.com
BMO
The Client Service Associate supports Investment Advisors and branch operations by managing day-to-day administration and delivering exceptional client service to grow and retain client relationships. This client-focused role involves coordinating marketing activities, scheduling portfolio reviews, processing trades, and resolving client inquiries while ensuring compliance with regulatory requirements. The position requires a current Investment Representative license with CIRO and a strong understanding of investment processes and administrative procedures.
BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for BMO.
BMO to sell 138 U.S. branches to First-Citizens Bank, then open 150 more, mainly in California
Oct 16, 2025
