Enhance client relationships as a Client Service Assistant with BMO Financial Group. This role focuses on exceptional service and supports investment advisors in achieving business goals.

At BMO, you’ll assist Investment Advisors and the advisory team in daily operations. This includes managing client inquiries, scheduling appointments, and coordinating marketing activities. You will also track service trends and suggest improvements to enhance the overall client experience.

Key Responsibilities:
• Support Investment Advisors with day-to-day administrative tasks
• Handle client inquiries and requests promptly and confidentially
• Coordinate marketing activities, including events and social media




• Prepare reports and documentation for clients and advisors
• Maintain and organize client databases and files

Requirements:
• 1-2 years of relevant experience with a post-secondary degree
• Knowledge of wealth management and investment products
• Familiarity with financial applications and software
• Robust verbal and written communication skills
• Good organizational and analytical skills

Provide professional advice and grow client relationships as you embark on your career with BMO.
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📌 Client Service Assistant at BMO (Saskatchewan)
🏢 Bank of Montreal
📍 Saskatchewan