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 • Solid written and verbal communication skills • Excellent organizational and analytical skills

Become an integral part of BMO’s commitment to fostering long-term client relationships. #J-18808-Ljbffr

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