Drive client satisfaction as a Client Relationship Assistant with BMO. Focus on client service delivery while supporting Investment Advisors in a dynamic setting.This role is designed for those passionate about growing client relationships through exceptional service. You'll manage day-to-day client inquiries, coordinate marketing activities, and assist in preparing for meetings. Cultivating a positive client experience will be your priority.Key Responsibilities:Handle daily client requests for account services and inquiriesOrganize marketing campaigns and coordinate client eventsAssist with client meeting preparations and documentationMaintain client databases, ensuring proper organization and securityProvide assistance with technology-related issues for clients and staffRequirements:1-2 years of experience in client services or administrationKnowledge of investment products and wealth management practicesFamiliarity with financial technology and applicationsStrong written and verbal communication skillsExcellent organizational and analytical skillsBecome an integral part of BMO's commitment to fostering long-term client relationships.

📌 Client Relationship Assistant At Bmo (Regina)
🏢 Bank of Montreal
📍 Regina