Enhance client relationships as a Client Service Assistant with BMO. This role focuses on providing exceptional service while assisting Investment Advisors in a collaborative environment.

In this client-focused position, you'll assist Investment Advisors and their teams with daily operations and administrative support. Your key responsibilities involve managing client inquiries, coordinating marketing activities, and preparing for client meetings.

The goal is to build rapport and maintain long-term relationships through excellent service.

Key Responsibilities:

- Manage client inquiries, including account updates and requests
- Coordinate marketing activities with social media and event planning




- Assist in preparing for client meetings with reporting and scheduling
- Maintain organized client databases and ensure task assignments
- Support technology issues for team members and clients

Requirements:

- 1-2 years relevant experience in client services
- Knowledge of wealth management operations and investment products
- Familiarity with financial technology applications
- Good verbal and written communication skills
- Solid organizational and analytical skills

Become part of a team that delivers a positive client experience at BMO.

📌 Client Service Assistant at BMO (Regina)
🏢 Bank of Montreal
📍 Regina