Client Service Associate at BMO

Elevate your career as a Client Service Associate with BMO. This role offers you the opportunity to support Investment Advisors while delivering outstanding client service in a dynamic environment.
As a key member of the branch operations, you will assist Investment Advisors and manage daily administrative tasks. Your responsibilities will include coordinating marketing activities, scheduling meetings, resolving client inquiries, and maintaining vital client databases. This position requires collaboration with team members to enhance client relationships and ensure compliance with industry regulations.
Key Responsibilities:
• Book meetings and prepare introductory client packages
• Coordinate marketing initiatives for the advisory team
• Schedule and prepare client portfolio reviews
• Resolve client complaints in a timely manner
• Accept and execute client trades accurately
Requirements:
• 3-5 years of relevant experience in client service
• Advanced knowl...