Job Description
Join BMO as a Client Service Associate focused on enhancing client experiences. This role centers on scheduling, client communication, and portfolio management while ensuring compliance.
As a Client Service Associate, you will leverage your 3 to 5 years of experience to support Investment Advisors by managing client portfolios and inquiries. Your responsibilities will encompass preparing meetings, resolving client complaints, and ensuring accurate documentation of client accounts. You'll also engage in marketing initiatives to strengthen community relations while safeguarding client assets.
Key Responsibilities:
• Schedule meetings and assist in preparing client reviews
• Coordinate marketing and client appreciation activities
• Follow up on account maintenance and client requests
• Monitor asset transactions and advise on action needed
• Maintain accurate databases and compliance documentation
Requirements:
• Experience in client service, 3-5 years preferred...
As a Client Service Associate, you will leverage your 3 to 5 years of experience to support Investment Advisors by managing client portfolios and inquiries. Your responsibilities will encompass preparing meetings, resolving client complaints, and ensuring accurate documentation of client accounts. You'll also engage in marketing initiatives to strengthen community relations while safeguarding client assets.
Key Responsibilities:
• Schedule meetings and assist in preparing client reviews
• Coordinate marketing and client appreciation activities
• Follow up on account maintenance and client requests
• Monitor asset transactions and advise on action needed
• Maintain accurate databases and compliance documentation
Requirements:
• Experience in client service, 3-5 years preferred...