Client Service Assstant
BMO US
About this role
A client-focused role supporting investment advisors and branch operations with administrative and client service tasks. The role involves coordinating marketing activities, handling client inquiries, supporting client portfolios, and ensuring compliance with policies and procedures.
Skills
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.
Recent company news
Best BMO GIC Rates for February 2026
1 week ago
BMO offloads 138 branches in the US
Oct 16, 2025
BMO details strategy to improve US profitability
Dec 4, 2025
BMO Beats Estimates on Strong Results in US, Capital Markets
Dec 4, 2025
“I have seen firsthand how payments can be a strategic entry point to deepen relationships and solve real business challenges”: BMO’s new U.S. Head of TPS Sales, Katie Oresar
Oct 9, 2025
About BMO US
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for BMO US.
Salary
$34k – $51k
per year
More jobs at BMO US
Similar Jobs
Client Service Associate- Destin, FL
Raymond James & Associates, Inc., Research Division
PIA Client Service Associate
TD Bank Group
Registered Client Service Associate (Century City, CA)
Raymond James & Associates, Inc., Research Division
PIA Client Service Associate
TD Bank Group
Client Service Associate - Fort Myers, FL
Raymond James & Associates, Inc., Research Division
Investment Specialist - Funds
Julius Baer