Job Description
Elevate client relationships with BMO as a Client Service Assistant. Excel in providing exceptional service and support to Investment Advisors and clients, ensuring seamless operations.
In this client-focused role, you will assist one or more Investment Advisors by managing day-to-day inquiries, scheduling client meetings, and coordinating marketing activities. Your efforts will significantly contribute to nurturing and growing lasting client relationships through high-quality service and advice.
Key Responsibilities:
• Coordinate marketing initiatives for the advisory team
• Manage client requests, technology issues, and accounts
• Prepare reports and documents for Investment Advisors
• Organize and maintain the client database and files
• Assist team members with technology-related inquiries
Requirements:
• 1-2 years of relevant experience preferred
• Knowledge of wealth management operations is an asset
• Good verbal and written communication skills<...
In this client-focused role, you will assist one or more Investment Advisors by managing day-to-day inquiries, scheduling client meetings, and coordinating marketing activities. Your efforts will significantly contribute to nurturing and growing lasting client relationships through high-quality service and advice.
Key Responsibilities:
• Coordinate marketing initiatives for the advisory team
• Manage client requests, technology issues, and accounts
• Prepare reports and documents for Investment Advisors
• Organize and maintain the client database and files
• Assist team members with technology-related inquiries
Requirements:
• 1-2 years of relevant experience preferred
• Knowledge of wealth management operations is an asset
• Good verbal and written communication skills<...