Client Service Assistant at BMO Private Wealth, Oshawa
Client Service Assistant at BMO Private Wealth, Oshawa
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Oshawa, Canada -
Publiée: hier
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Description
Elevate your career as a Client Service Assistant with BMO Private Wealth. This client-focused role is dedicated to supporting Investment Advisors and delivering exceptional service.
As a crucial part of the advisory team, you will assist in day-to-day administration while managing client relationships. Your responsibilities will include coordinating marketing activities, preparing for client meetings, and addressing client inquiries. A proactive approach is essential to ensure a personalized client experience and effective service delivery.
Key Responsibilities:• Coordinate marketing initiatives and client events • Assist in scheduling and preparing client meeting materials • Handle day-to-day client requests and inquiries • Maintain organized client files and databases • Collaborate with team members on technology issues
Requirements:• 1–2 years of relevant experience preferred • Knowledge of wealth management and branch operations • Familiarity with financial planning technology • Strong verbal and written communication skills • CIRO investment representative licensing required
Make a lasting impact by enhancing client relationships and providing top-notch service at BMO Private Wealth. #J-18808-Ljbffr
As a crucial part of the advisory team, you will assist in day-to-day administration while managing client relationships. Your responsibilities will include coordinating marketing activities, preparing for client meetings, and addressing client inquiries. A proactive approach is essential to ensure a personalized client experience and effective service delivery.
Key Responsibilities:• Coordinate marketing initiatives and client events • Assist in scheduling and preparing client meeting materials • Handle day-to-day client requests and inquiries • Maintain organized client files and databases • Collaborate with team members on technology issues
Requirements:• 1–2 years of relevant experience preferred • Knowledge of wealth management and branch operations • Familiarity with financial planning technology • Strong verbal and written communication skills • CIRO investment representative licensing required
Make a lasting impact by enhancing client relationships and providing top-notch service at BMO Private Wealth. #J-18808-Ljbffr
Informations clefs
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Nom de l’entrepriseBMO -
Titre de posteClient Service Assistant at BMO Private Wealth
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Signaler -
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Client Service Assistant at BMO Private Wealth est visible sur Locanto dans la rubrique Oshawa Banque, assurances, finance.
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