Customer Service Advisor - Sales and Services Advisor (Ottawa)

Customer Service Advisor - Sales and Services Advisor (Ottawa)

24 Oct
|
BMO
|
Ottawa

24 Oct

BMO

Ottawa

BMO Wealth Sales & Service in Ottawa, ON, is seeking a client-focused associate to support Investment Advisors and staff with day-to-day administration and exceptional client service. You will book meetings, prepare introductory packages for prospects, and coordinate events to enhance client relationships. Responsibilities include preparing client portfolio reviews, handling inquiries, processing transfers, and maintaining client files in compliance with regulatory requirements.

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📌 Customer Service Advisor - Sales and Services Advisor (Ottawa)
🏢 BMO
📍 Ottawa

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