About the Role
Elevate your career with BMO Financial Group as a Client Relationship Support professional. This role centers on offering administrative support and enhancing client interactions to achieve business objectives.
As a vital member of the advisory team, you will assist Investment Advisors and branch operations in managing client portfolios and delivering exceptional service. With responsibilities across scheduling, technology support, and client event planning, this position allows you to grow your skills in client relationship management and wealth services.
Key Responsibilities: • Coordinate marketing activities for client engagement • Assist in scheduling and preparing for client meetings • Manage day-to-day client inquiries and service requests • Generate reports and maintain client accounts • Support team with technology and workflow issues
Requirements: • 1–2 years of relevant experience in finance • Bachelor’s degree or equivalent experience • Knowledge o...
As a vital member of the advisory team, you will assist Investment Advisors and branch operations in managing client portfolios and delivering exceptional service. With responsibilities across scheduling, technology support, and client event planning, this position allows you to grow your skills in client relationship management and wealth services.
Key Responsibilities: • Coordinate marketing activities for client engagement • Assist in scheduling and preparing for client meetings • Manage day-to-day client inquiries and service requests • Generate reports and maintain client accounts • Support team with technology and workflow issues
Requirements: • 1–2 years of relevant experience in finance • Bachelor’s degree or equivalent experience • Knowledge o...
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