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 dynamic 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 in London employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
