Enhance client relationships as a Client Service Associate with BMO Financial Group. This role focuses on supporting Investment Advisors and delivering exceptional client service through various administrative tasks.

As a key member of the Wealth Sales & Service team, you will assist Investment Advisors by managing client inquiries and coordinating marketing activities. This client-facing role will require you to prepare for meetings, organize client portfolio reviews, and execute trades. Your skills in client service will be essential to grow and retain relationships while ensuring compliance with regulations and maintaining confidentiality.

Key Responsibilities:
• Support Investment Advisors in client relationship management
• Coordinate marketing strategies for advisory teams




• Schedule and prepare for client meetings and reviews
• Assist with account maintenance and client inquiries
• Mentor junior team members on processes and technology

Requirements:
• 3-5 years of relevant experience in financial services
• Advanced knowledge of investment processes and regulations
• Robust communication and organizational skills
• Ability to analyze complex issues effectively
• Experience with trade processing and compliance practices

Leverage your administrative skills and client-focused approach to build lasting relationships within BMO's Wealth team.
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📌 Client Service Associate at BMO (Alberta)
🏢 Bank of Montreal
📍 Alberta