02 Nov
|
Bank N.a.
|
Moose Jaw
02 Nov
Bank N.a.
Moose Jaw
Bank of Montreal Financial Group in Moose Jaw, Canada, seeks a client-focused associate to support Wealth Sales & Service. You will assist Investment Advisors and staff with day-to-day administration, client service, and growth of client relationships.
You will coordinate marketing activities for the advisory team, prepare for client meetings, handle routine client requests, and generate reports while maintaining client databases and ensuring compliance with policies.
#J-18808-Ljbffr
📌 Wealth Client Experience Specialist (Moose Jaw)
🏢 Bank N.a.
📍 Moose Jaw