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 environment.
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 prospect 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. #J-18808-Ljbffr