Client Service Assistant, Private Wealth

3 weeks ago


Hamilton, Ontario, Canada BMO Full time

Supports Investment Advisors and IA Team with day-to-day administration, provides exceptional client service, and coordinates marketing activities to achieve business objectives. Key responsibilities include booking meetings, scheduling client portfolio reviews, resolving client complaints, and maintaining client database and files. Also, mentors and coaches new team members, provides support on technology issues, and develops rapport with clients to promote a positive client experience.



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