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 • Good verbal, written, and organizational skills • Ability to analyze issues and propose solutions

Provide clients with qualified investment advice and superior service while developing strong relationships at BMO. #J-18808-Ljbffr

📌 Client Service Assistant at BMO (Winnipeg)
🏢 BMO
📍 Winnipeg