Elevate client satisfaction with BMO in the Investment Advisory Support role. Your focus will be on client service and administrative support to Investment Advisors. As part of BMO's advisory team, you'll be instrumental in fostering client relationships through exceptional service and organizational acumen.

This role encompasses coordination of marketing activities, preparation for client interactions, and handling inquiries, ensuring clients receive timely support. Your contributions will be vital in maintaining a robust portfolio of client relationships. Key Responsibilities:
Coordinate client recognition and marketing activities
Prepare materials for client meetings and appointments
Manage client inquiries regarding services and accounts
Create and distribute reports for clients and advisors
Maintain a comprehensive client database and files Requirements:
1–2 years of experience in a related role
Familiarity with wealth management operations
Knowledge of financial technology applications
Solid communication and teamwork skills
Positive problem-solving and organizational talent Join BMO to provide tailored investment services that enhance client loyalty and long-term relationships.

📌 Bmo Investment Advisory Support Position Windsor
🏢 BMO
📍 Windsor