Location
calgary, ab, Canada
Posted
July 12, 2026
Job Description
Elevate your career with BMO as a Business Associate focused on client relationships. Provide exceptional client service while supporting investment advisors in achieving business goals.
This role requires a minimum of five years of relevant experience and involves daily administration, marketing coordination, and event planning. You will manage client portfolios, schedule meetings, and foster client loyalty through personalized service. Exceptional communication and analytical skills are essential for success in this collaborative environment.
Key Responsibilities:
• Book meetings and prepare introductory packages for prospects
• Coordinate marketing activities and client recognition events
• Support client loyalty initiatives and milestones
• Schedule client portfolio reviews and set up calls
• Follow up on client inquiries and process account maintenance
Requirements:
• Minimum 5 years of relevant experience
• Excellent verbal and written communication ...
This role requires a minimum of five years of relevant experience and involves daily administration, marketing coordination, and event planning. You will manage client portfolios, schedule meetings, and foster client loyalty through personalized service. Exceptional communication and analytical skills are essential for success in this collaborative environment.
Key Responsibilities:
• Book meetings and prepare introductory packages for prospects
• Coordinate marketing activities and client recognition events
• Support client loyalty initiatives and milestones
• Schedule client portfolio reviews and set up calls
• Follow up on client inquiries and process account maintenance
Requirements:
• Minimum 5 years of relevant experience
• Excellent verbal and written communication ...