BMO Wealth Sales & Service is seeking a client-focused skilled to support Investment Advisors and IA teams, handling day-to-day administration and client requests. You will book meetings, prepare introductory packages, and help with portfolio reviews and client communications.
In this role you will manage client inquiries, assist with trades and transfers, and ensure documentation is up-to-date. A strong understanding of investment processes and compliance is essential.
📌 Wealth Client Services Specialist (Toronto)
🏢 BMO
📍 Toronto
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