Elevate client experiences as a Client Service Associate with BMO Financial Group. In this role, you'll manage client relationships and support investment advisors through exceptional service and administration.

This position involves directly supporting Investment Advisors and branch operations to deliver top-tier client service. You will book meetings with prospects, handle account inquiries, and coordinate marketing activities while maintaining a comprehensive client database. Your role is vital for client retention and satisfaction, contributing to the growth of client relationships through dedicated service.

Key Responsibilities:



• Schedule and prepare meetings for client portfolio reviews • Coordinate marketing and client recognition activities • Resolve client inquiries and complaints efficiently • Execute client-initiated trades and provide stock information • Mentor junior team members on processes and technology

Requirements: • 3-5 years of relevant client service experience • Advanced knowledge of investment processes • Proficient in administrative and compliance procedures • Solid communication and organizational skills • Ability to analyze issues and implement solutions

Become a key player in delivering outstanding client experiences and support client growth at BMO. #J-18808-Ljbffr

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