Elevate your career with BMO Financial Group as a Client Service Associate, supporting Investment Advisors and enhancing client relationships through exceptional service in this full-time role.
This client-centric position entails supporting one or more Investment Advisors and the team in daily operations. Candidates with 1-2 years of relevant experience and an understanding of wealth management are encouraged to apply. Key responsibilities include coordinating marketing activities, preparing for client meetings, and addressing client requests promptly and confidentially.
Key Responsibilities:
• Coordinate marketing initiatives and client events
• Assist Advisory team in client meeting preparations
• Manage daily client inquiries and account updates




• Generate documents and reports for clients
• Maintain and organize client databases and files
Requirements:
• 1-2 years relevant experience in a financial setting
• Knowledge of wealth management and branch operations
• Familiarity with financial planning technology
• Strong verbal and written communication skills
• Capability to analyze issues and solve problems
Support BMO's commitment to exceptional client service while developing your skills in a dynamic setting.
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📌 BMO Client Service Associate Position (Winnipeg)
🏢 BMO
📍 Winnipeg