Become a Client Relationship Associate at BMO Financial Group, dedicated to enhancing client satisfaction and engagement. This role combines administrative support with client-focused service.In this role, you will support Investment Advisors in managing client portfolios and inquiries while coordinating essential marketing activities. You'll be responsible for fostering relationships that retain client loyalty, advising on investment needs, and ensuring compliance standards are met.Key Responsibilities:- Schedule and assist with client reviews and portfolio updates- Resolve client complaints effectively and promptly- Maintain client databases and files diligently- Monitor account activities for compliance- Mentor junior team members in service excellenceRequirements:- 3-5 years of relevant client service experience- Advanced understanding of investment processes- Strong communication and interpersonal skills- Positive analytical and organizational capabilities- Licensing requirements must be fulfilledProvide outstanding client service and contribute to BMO's mission of exceptional financial care.#J-18808-Ljbffr

📌 Client Relationship Associate - C$45,000 - C$59,000 A Year (Winnipeg)
🏢 BMO Financial Group
📍 Winnipeg