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 (Canada)
🏢 Socket.dev
📍 Canada