Enhance client relationships in your career with BMO as a Client Service Associate at their Winnipeg office. This role is pivotal in delivering personalized service and support to clients and Investment Advisors.
With a focus on client satisfaction, you will utilize your expertise to assist advisors and handle client requests efficiently. You’ll play a vital role in scheduling reviews, managing account settings, and ensuring compliance with all regulations. Your efforts will contribute directly to business objectives and long-term client retention.
Key Responsibilities:
• Schedule and prepare for client portfolio reviews
• Handle account maintenance and inquiries diligently
• Resolve client complaints swiftly and effectively




• Execute client trades with precision and professionalism
• Organize and maintain client account files and documentation
Requirements:
• 3-5 years of client service experience required
• Knowledge of investment products and compliance practices
• Completion of the Canadian Securities Course
• Excellent communication and organization skills
• Registration as Investment Representative required
Deliver exceptional client experiences while supporting BMO's advisory team.
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📌 Join BMO as Client Service Associate (Winnipeg)
🏢 Bank of Montreal
📍 Winnipeg