Enhance client experiences at BMO Financial Group as a Client Support Associate. Your role will be essential in supporting Investment Advisors and nurturing client relationships.

As a Client Support Associate, you will play a vital role in day-to-day client administration, from coordinating meetings to managing accounts. Your proactive approach will help facilitate effective client communication and loyalty-building strategies. This position requires collaboration across teams to ensure the highest standard of service and compliance with regulatory standards.

Key Responsibilities:
• Coordinate and prepare materials for client meetings
• Assist with daily inquiries, account setups, and trades
• Organize marketing initiatives and client events




• Monitor and manage client databases meticulously
• Collaborate with team members on compliance and documentation

Requirements:
• Minimum of 5 years of experience or relevant certification
• Knowledge of investment services and compliance standards
• Robust verbal and written communication skills
• Ability to analyze problems and influence outcomes
• Proficient in collaboration within team settings

Support BMO’s mission to foster long-term client relationships through exceptional service and effective communication.
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📌 BMO Client Support Associate (Alberta)
🏢 Socket.dev
📍 Alberta