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 • Solid 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. #J-18808-Ljbffr

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