Enhance client relations as a Client Service Assistant with BMO Financial Group. Provide exceptional administration support to Investment Advisors and ensure a seamless client experience.
This role is designed for individuals with a strong customer focus, engaging in day-to-day administration for Investment Advisors. You will assist in managing client relationships by handling inquiries, processing account requests, and supporting marketing initiatives. A collaborative approach is vital for building rapport and fostering long-term connections with clients.
Key Responsibilities:
• Coordinate marketing activities for the advisory team
• Prepare for client meetings and manage scheduling
• Handle day-to-day client inquiries and transactions
• Maintain the client database and relevant files
• Support team members with technology and policy inquiries
Requirements:
• 1-2 years of relevant experience preferred
• Knowledge of wealth management operations is an asse...