Job Description
Enhance client interactions at BMO as a Client Service Specialist. Your support in financial inquiries and event coordination will cultivate lasting client relationships.
As a vital part of the advisory team, you will assist in managing client needs, including scheduling meetings and addressing daily inquiries. With 1-2 years of relevant experience, your role will involve technology support and efficient handling of client databases. You'll also help in generating reports, enhancing the overall client experience.
Key Responsibilities:
• Coordinate marketing activities and client events
• Schedule appointments and prepare for client meetings
• Manage daily client inquiries and requests
• Maintain and organize client files and databases
• Support team with technology and policy inquiries
Requirements:
• 1-2 years of relevant experience in client services
• Knowledge of wealth management operations
• Familiarity with financial planning technology software<...
As a vital part of the advisory team, you will assist in managing client needs, including scheduling meetings and addressing daily inquiries. With 1-2 years of relevant experience, your role will involve technology support and efficient handling of client databases. You'll also help in generating reports, enhancing the overall client experience.
Key Responsibilities:
• Coordinate marketing activities and client events
• Schedule appointments and prepare for client meetings
• Manage daily client inquiries and requests
• Maintain and organize client files and databases
• Support team with technology and policy inquiries
Requirements:
• 1-2 years of relevant experience in client services
• Knowledge of wealth management operations
• Familiarity with financial planning technology software<...