Become a Client Service Assistant at BMO, where delivering exceptional client support is key. This role emphasizes managing client relationships while ensuring smooth day-to-day operations.

In this client-focused position, you will support Investment Advisors and enhance their ability to meet client needs. You'll coordinate marketing activities, assist with client meetings, and handle day-to-day inquiries ranging from money transfers to account updates. Your organizational skills will play a crucial role in maintaining client files and ensuring seamless team operations.

Key Responsibilities:
• Coordinate marketing initiatives for the advisory team
• Assist scheduling and preparation for client meetings
• Handle client inquiries and account management requests




• Generate reports and maintain organized files for clients
• Support team members with technology and compliance issues

Requirements:
• 1-2 years of relevant experience in client services
• Knowledge of wealth management operations and products
• Familiarity with financial technology applications
• Valuable verbal, written, and organizational skills
• Ability to analyze issues and propose solutions

Provide clients with professional investment advice and superior service while developing strong relationships at BMO.
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📌 Client Service Assistant at BMO (Saskatchewan)
🏢 BMO
📍 Saskatchewan