Bank of Montreal in Canada seeks a client-focused qualified to support Investment Advisors and the IA Team, providing day-to-day administration and exceptional client service at the branch level. You will book meetings, assist with account openings, transfers, and client inquiries while ensuring compliance and confidentiality. A strong knowledge of financial processes and licensing requirements is expected.
📌 Wealth Client Services Associate: Grow Relationships (Lawn)
🏢 Bank of Montreal
📍 Lawn
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