Bank of Montreal is seeking a Client Service Assistant in Toronto to support Investment Advisors and the private wealth team with day-to-day administration and client service. You will coordinate meetings, handle routine money movements, prepare reports, and maintain client files to help grow relationships.
Knowledge of wealth management operations and familiarity with financial planning tools will help you thrive in a team-oriented, client-focused environment offering growth opportunities
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📌 Wealth Client Experience Associate (Ontario)
🏢 Bank of Montreal
📍 Ontario
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