Elevate client experiences as a Trust Associate at BMO Financial Group. This position requires expertise in Trust & Estate services and offers opportunities for collaboration and relationship-building. In this role, you will interact directly with Trust & Estate clients, delivering high-quality service and maintaining compliance across account management processes.

You will develop and nurture client relationships while identifying areas for enhancement. Ensuring a seamless client experience requires you to coordinate strategic initiatives and track performance effectively. Key Responsibilities:

- Prepare and present business proposals to clients
- Maintain and enhance client relationships consistently
- Execute strategic initiatives while tracking metrics
- Produce reports and dashboards for performance monitoring
- Ensure compliance in Trust & Estate account setup Requirements:
- 3-5 years of Trust industry experience
- Advanced knowledge of Trust and Estate products
- Applicable securities certification
- Robust analytical and communication skills
- Trust accreditation preferred Utilize your Trust & Estate expertise to optimize client experiences at BMO Financial Group.

📌 BMO Trust Associate Role (London)
🏢 BMO
📍 London