Drive client satisfaction as a Client Relationship Assistant with BMO. Focus on client service delivery while supporting Investment Advisors in a dynamic environment.

This role is designed for those passionate about growing client relationships through exceptional service. You’ll manage day-to-day client inquiries, coordinate marketing activities, and assist in preparing for meetings. Cultivating a positive client experience will be your priority.

Key Responsibilities:
• Handle daily client requests for account services and inquiries
• Organize marketing campaigns and coordinate client events
• Assist with client meeting preparations and documentation
• Maintain client databases, ensuring proper organization and security




• Provide assistance with technology-related issues for clients and staff

Requirements:
• 1-2 years of experience in client services or administration
• Knowledge of investment products and wealth management practices
• Familiarity with financial technology and applications
• Robust written and verbal communication skills
• Excellent organizational and analytical skills

Become an integral part of BMO’s commitment to fostering long-term client relationships.
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📌 Client Relationship Assistant at BMO (Saskatchewan)
🏢 Bank of Montreal
📍 Saskatchewan