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.

📌 BMO Client Support Associate (Calgary)
🏢 Socket.dev
📍 Calgary