Enhance client relations as a Client Service Associate at BMO Private Wealth. This role emphasizes exceptional client service and administrative excellence within a high-net-worth setting.
At BMO Private Wealth, you will support Investment Advisors and manage daily operations to ensure a seamless advisory experience. Your core responsibilities include engaging with clients, coordinating marketing initiatives, and facilitating portfolio reviews. This position offers the opportunity to develop long-term client relationships while addressing inquiries and maintaining optimal account conditions.
Key Responsibilities:
• Schedule meetings with new prospects and prepare introductory materials
• Coordinate marketing activities for the advisory team
• Prepare client portfolio reviews and set follow-up calls
• Process client account actions and inquiries
• Generate reports and maintain client files
Requirements:
• 3 to 5 years of relevant experience
• Advanced knowledge of investment processes
• Familiarity with financial planning and compliance practices
• Must possess Investment Representative licensing
• Strong analytical and problem-solving skills
Become a pivotal asset in delivering personalized client service and build strong relationships at BMO.
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