Join the BMO team as a Trust Associate, focusing on Trust & Estate account management and delivering exceptional client service. This role combines technical expertise with collaborative problem-solving. As a Trust Associate, you will support clients by providing outstanding service and ensuring compliance with Trust & Estate regulations.

Your responsibilities will include preparing proposals, managing relationships, and maintaining effective communication with stakeholders. You will also monitor service performance to ensure high-quality standards are met. Key Responsibilities:

- Assist clients in developing new business proposals
- Identify and implement improvements in client service
- Track performance metrics for strategic initiatives
- Create and analyze reports for compliance reviews
- Process Trust & Estate account activities accurately

Requirements:

- 3-5 years of experience in Trust services
- Expertise in Trust and Estate products
- Relevant securities certification required
- Solid collaboration and problem-solving skills
- Trust accreditation preferred

Bring your skills and passion for service to BMO Financial Group as a Trust Associate.

📌 Trust Associate at BMO Financial Group (London)
🏢 BMO
📍 London