Join BMO as a Client Services Specialist and deliver outstanding client support. This role requires effective handling of inquiries and fostering client relationships to achieve business goals.

As a vital part of the Investment Advisor team, you'll support daily administrative tasks while ensuring an exceptional client experience. Your responsibilities include managing client requests, organizing marketing efforts, and assisting with the preparation of client meetings.

Establishing trust and effective communication with clients is key in this role.

Key Responsibilities:
Address client inquiries regarding account services and financial products
Organize and coordinate client events and marketing initiatives




Assist Investment Advisors in preparing reports and meeting schedules
Maintain accurate records in client databases and files
Provide technological support to team members as needed

Requirements:
One to two years' experience in client-facing roles
Understanding of wealth management and branch operations
Proficiency with financial planning software
Effective communication and collaboration skills
Robust problem-solving and organizational abilities

Join the BMO team to drive client-centered service and engagement.

📌 Bmo Client Services Specialist Regina
🏢 Bank of Montreal
📍 Regina