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.

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