Join BMO as a Client Service Associate and drive exceptional client service in the investment sector. This role focuses on fostering client relationships and supporting Investment Advisors daily.
In this position, you will assist Investment Advisors with administration tasks, coordinate marketing strategies, and ensure a positive client experience. Your role will include responding to client inquiries, managing trade requests, and organizing client documentation. Your commitment to client success will enhance their trust and loyalty.
Key Responsibilities:
• Book appointments and prepare materials for client meetings
• Facilitate marketing activities and client engagement events
• Resolve client requests and complaints effectively




• Handle client trades and account maintenance
• Organize and mentor junior team members
Requirements:
• 3-5 years of relevant experience in client service
• In-depth knowledge of investment processes and compliance
• Familiarity with proprietary financial products
• Solid organizational and collaboration skills
• Excellent communication and problem-solving abilities
Utilize your skills in client relations to make a meaningful impact at BMO.
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📌 BMO Client Service Associate - Investment Support (London)
🏢 BMO
📍 London