Investment Advisory Client Services Associate

1 week ago

Calgary, Canada BMO Full time

A financial services company in Calgary is seeking a Client Service Associate to support Investment Advisors and provide exceptional client service. The role requires 3-5 years of relevant experience, strong communication skills, and a solid understanding of investment processes. Ideal candidates will be committed to managing and growing client relationships while ensuring compliance and operational efficiency. Competitive compensation, including potential bonuses, offered.
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