Join BMO as a Client Service Assistant, a vital role in delivering exceptional client support. Help improve client relationships while assisting investment advisors in their daily functions.

This role at BMO involves managing client requests, scheduling, and coordinating marketing initiatives for the advisory team. You will play a key part in maintaining the client database, ensuring smooth operations, and supporting team members with technology inquiries. Building long-term client relationships is essential.

Key Responsibilities:
• Assist with scheduling and preparing for client meetings
• Manage client account updates and general inquiries
• Coordinate and execute marketing initiatives and events
• Generate necessary reports and documents for advisors
• Organize and maintain client files and databases

Requirements:
• Typically 1-2 years of relevant experience
• Solid understanding of wealth management operations
• Proficiency with financial planning technology
• Strong communication and organizational skills
• Excellent problem-solving abilities

Help create meaningful client experiences at BMO while driving your qualified growth.
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📌 Investment Advisor Support BMO Financial Group (Saskatchewan)
🏢 Bank of Montreal
📍 Saskatchewan