Description
Join BMO Private Wealth as an Investment Client Support professional focused on delivering outstanding service. You will directly assist Investment Advisors in fostering client relationships.
This role requires you to manage day-to-day operations while ensuring client satisfaction. Key tasks include preparing for client meetings, responding to inquiries, and coordinating marketing activities to enhance the client experience. Your organizational skills will be paramount in maintaining client databases and assisting in technology-related issues.
Key Responsibilities:
• Schedule appointments and prepare for client meetings
• Address client requests and provide timely follow-ups
• Generate reports and documents for advisory purposes
• Organize client records and databases efficiently
• Support team with technology inquiries and escalations
Requirements:
• 1–2 years in a relevant client service role
• Understanding of wealth management practices
• Experience...
This role requires you to manage day-to-day operations while ensuring client satisfaction. Key tasks include preparing for client meetings, responding to inquiries, and coordinating marketing activities to enhance the client experience. Your organizational skills will be paramount in maintaining client databases and assisting in technology-related issues.
Key Responsibilities:
• Schedule appointments and prepare for client meetings
• Address client requests and provide timely follow-ups
• Generate reports and documents for advisory purposes
• Organize client records and databases efficiently
• Support team with technology inquiries and escalations
Requirements:
• 1–2 years in a relevant client service role
• Understanding of wealth management practices
• Experience...
Ready to Seal the Deal?
Submit your application today and take the next step in your career with BMO.
Apply for this Job