Enhance client relationships as a Client Service Assistant with BMO. This role focuses on providing exceptional service while assisting Investment Advisors in a cooperative environment. In this client-focused position, you'll assist Investment Advisors and their teams with daily operations and administrative support. The goal is to build rapport and maintain long-term relationships through excellent service. 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 1-2 years relevant experience in client services
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📌 Customer Service Representative & Store Clerk (Regina)
🏢 Bank of Montreal
📍 Regina
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