Step into the BMO team as a Client Service Assistant specializing in wealth management. This role involves supporting clients and Investment Advisors to cultivate lasting relationships.

In your role as a Client Service Assistant, you will contribute to the advisory team's success by coordinating marketing efforts and managing client inquiries. You'll assist with client meetings and ensure that vital information and transactions are handled confidentially and efficiently. This role requires you to be proactive and team-oriented while maintaining compliance with operational guidelines.

Key Responsibilities:



• Coordinate marketing activities like client events and recognition • Prepare schedules for client meetings and requests • Address client inquiries managing money movement and updates • Maintain accurate and organized client documentation • Assist team members with technology and operational processes

Requirements: • 1-2 years of experience in client service or related field • Understanding of wealth management and investment products • Experience with financial planning applications • Strong organizational and communication skills • Capability to analyze and resolve problems efficiently

Deliver exceptional client experiences and support BMO's mission of fulfilling investment needs through superior service. #J-18808-Ljbffr

📌 BMO Wealth Client Support Role (Winnipeg)
🏢 BMO
📍 Winnipeg