Drive client satisfaction as a Client Relationship Assistant with BMO. Focus on client service delivery while supporting Investment Advisors in a agile 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
- Strong written and verbal communication skills
- Excellent organizational and analytical skills

Become an integral part of BMO's commitment to fostering long-term client relationships.

📌 Client Relationship Assistant at BMO (Regina)
🏢 Bank of Montreal
📍 Regina