Join BMO Financial Group as a Client Relations Assistant, focusing on nurturing client relationships and supporting Investment Advisors administratively. Your role will prioritize exceptional client service.
This position aims to bolster the effectiveness of Investment Advisors through timely and effective administrative support. You'll handle various requests from clients, assist in meeting preparations, and ensure that both marketing and operational tasks are successfully completed. Cultivating trust with clients is essential for this role.
Key Responsibilities:
• Coordinate marketing activities for clients
• Prepare and schedule client meetings efficiently
• Address general client inquiries and account transactions
• Generate and organize documents for clients and IAs
• Maintain an efficient and updated client file system
Requirements:
• 1-2 years experience in client service
• Familiarity with financial industry operations
• Good communication and analytical skills
• Team collaboration abilities
• Compliance with branch licensing requirements
Deliver exceptional client service and support your team at BMO Financial Group.
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