Elevate client relationships as a Client Service Associate at BMO Financial Group. This role emphasizes client service, investment advice, and administration within a wealth management framework.
BMO is seeking a Client Service Associate to support Investment Advisors and enhance client satisfaction. With 3-5 years of relevant experience, you'll coordinate meetings, manage inquiries, and assist in portfolio reviews while developing strong client rapport. Your role is crucial for maintaining compliance and delivering exceptional service that aligns with client needs.
Key Responsibilities:
• Support Investment Advisors with day-to-day client administration
• Schedule and prepare for client portfolio reviews
• Handle client inquiries and maintain account accuracy
• Manage trades and client requests effectively
• Mentor junior team members on client service strategies
Requirements:
• 3-5 years of relevant experience in client service
• Advanced knowledge of in...