Elevate client relationships with BMO as a Client Service Associate. This role is pivotal in providing exceptional administration support and service to Investment Advisors in a agile environment. As a Client Service Associate, you will support Investment Advisors with day-to-day operations and client requests. Your responsibilities include booking meetings, assisting with portfolio reviews, and providing exceptional service to maintain and grow client relationships. With 3 to 5 years of relevant experience, you will leverage your advanced knowledge of investment processes and compliance practices for effective client interactions.

Key Responsibilities
• Schedule and prepare meetings for new prospects
• Resolve client complaints efficiently and escalates as needed




• Accept and execute client trades promptly
• Organize and maintain client databases and files
• Support team members with technology and policy inquiries

Requirements:
• 3
- 5 years relevant client service experience
• Advanced knowledge of investment and administrative processes
• Understanding of compliance regulations
• Excellent verbal and written communication skills
• Ability to handle complex client interactions Contribute to BMO's client-focused culture by providing top-notch service and support as a Client Service Associate.

📌 Client Service Associate at BMO (London)
🏢 BMO
📍 London