Job Description
Join BMO Financial Group as a Client Service Associate, dedicated to exceptional client service and supporting investment advisors. This role involves customer relationship management and operational assistance to achieve business goals.
The Client Service Associate is crucial for managing relationships with clients and investment advisors. You will coordinate marketing activities, schedule meetings and portfolio reviews, and respond to client inquiries efficiently. This position requires advanced knowledge of investment procedures and client service protocols, as well as mentoring support for new team members.
Key Responsibilities:
• Schedule and prepare client meetings and portfolio reviews
• Coordinate marketing initiatives and client events
• Handle client requests and inquiries in a confidential manner
• Execute client trades and manage account maintenance
• Maintain client database and documentation up to date
Requirements:
• 3-5 years relevant experien...
The Client Service Associate is crucial for managing relationships with clients and investment advisors. You will coordinate marketing activities, schedule meetings and portfolio reviews, and respond to client inquiries efficiently. This position requires advanced knowledge of investment procedures and client service protocols, as well as mentoring support for new team members.
Key Responsibilities:
• Schedule and prepare client meetings and portfolio reviews
• Coordinate marketing initiatives and client events
• Handle client requests and inquiries in a confidential manner
• Execute client trades and manage account maintenance
• Maintain client database and documentation up to date
Requirements:
• 3-5 years relevant experien...
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