Support client needs as a Client Services Associate at BMO Financial Group. This role is centered around client satisfaction and administrative excellence within wealth management.You'll be responsible for facilitating meetings, handling client requests, and coordinating marketing initiatives that celebrate key client milestones. By mentoring junior staff and maintaining compliance, you ensure the smooth operation of office tasks while developing lasting client relationships. Your efforts will help achieve business objectives and provide tailored investment advice.Key Responsibilities:Handle client account inquiries and maintenanceOrganize and execute business development eventsGenerate reports and documents for advisorsEnsure transaction compliance and risk managementAssist clients with trading and financial informationRequirements:Relevant experience of 3-5 years is idealIn-depth knowledge of financial products and servicesStrong problem-solving and organizational abilitiesAbility to communicate effectively with clientsMeet licensing and regulatory requirements for the positionBecome instrumental in providing superb client service and supporting business goals at BMO.

📌 Client Services Associate At Bmo Financial (Winnipeg)
🏢 BMO
📍 Winnipeg