Customer Support
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Key Responsibilities
Provide detailed information about investment products and services Determine appropriate communication and service for investing matters Manage client requests according to policies and procedures Maintain calendars for customer meetings and office coverage Deliver service standards supporting relationship retention and growth
Requirements:
Two to three years of relevant experience Related post-secondary degree or equivalent combination Advanced knowledge of proprietary products and client needs Relevant investment industry licensing in the designated jurisdiction Good verbal, written, organization, and collaboration skills Bring investment product expertise, thoughtful communication, and organized client service to BMO's Wealth Sales & Service team.
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