Location
alton, on, Canada
Posted
June 06, 2026
Job Description
Strengthen client relations as a Client Service Associate with BMO Financial Group. This role involves managing client interactions, preparing meetings, and ensuring compliance.
BMO is seeking a Client Service Associate who brings 3 to 5 years of relevant experience and a strong understanding of investment processes. You'll coordinate client portfolio reviews, handle complaints, and support the Investment Advisors with comprehensive service. Additional responsibilities include executing trades, maintaining accurate client records, and contributing to the organization of marketing activities.
Key Responsibilities:
• Book and prepare meetings with new prospects
• Handle client inquiries and account maintenance promptly
• Support Investment Advisors in client portfolio management
• Monitor incoming and outgoing client assets
• Manage documentation in compliance with regulations
Requirements:
• 3-5 years of experien...
BMO is seeking a Client Service Associate who brings 3 to 5 years of relevant experience and a strong understanding of investment processes. You'll coordinate client portfolio reviews, handle complaints, and support the Investment Advisors with comprehensive service. Additional responsibilities include executing trades, maintaining accurate client records, and contributing to the organization of marketing activities.
Key Responsibilities:
• Book and prepare meetings with new prospects
• Handle client inquiries and account maintenance promptly
• Support Investment Advisors in client portfolio management
• Monitor incoming and outgoing client assets
• Manage documentation in compliance with regulations
Requirements:
• 3-5 years of experien...