Client Service Representative
4 weeks ago
We are seeking a highly skilled and experienced Client Service Assistant to join our Private Wealth team at BMO. As a key member of our team, you will provide exceptional client service and support to our Investment Advisors and clients, ensuring a positive and seamless experience.
Key Responsibilities- Provide administrative support to Investment Advisors, including scheduling meetings, preparing client reviews, and coordinating marketing activities.
- Manage client inquiries, account maintenance, and transactions, ensuring timely and effective resolution.
- Develop and maintain strong relationships with clients, providing personalized service and support to meet their needs.
- Collaborate with the team to achieve business objectives, including identifying opportunities for growth and improvement.
- Stay up-to-date with industry developments and regulatory requirements, ensuring compliance and adherence to BMO's policies and procedures.
- 3-5 years of relevant experience in a similar role, preferably in the financial services industry.
- Advanced knowledge of investment processes, procedures, and products.
- Excellent communication, organizational, and problem-solving skills.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
- Strong analytical and technical skills, with proficiency in Microsoft Office and other relevant software.
BMO offers a competitive salary range of $35,000.00 - $64,900.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans. We also offer opportunities for professional growth and development, as well as a dynamic and supportive work environment.
At BMO, we are committed to creating a diverse and inclusive workplace, where everyone feels valued and respected. We strive to attract and retain top talent, and offer a range of programs and initiatives to support our employees' well-being and success.
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Client Service Representative
1 month ago
Hamilton, Ontario, Canada Worldwide Industries Full timeJob Title: Client RepresentativeWe are seeking a highly skilled and motivated Client Representative to join our team at Worldwide Industries.About the Role:As a Client Representative, you will be responsible for providing exceptional customer service and support to our clients. This includes assisting customers in finding the right products, handling order...
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Client Service Representative
1 month ago
Hamilton, Ontario, Canada Worldwide Industries Full timeJob Title: Client RepresentativeWe are seeking a highly skilled and motivated Client Representative to join our team at Worldwide Industries.About the Role:As a Client Representative, you will be responsible for providing exceptional customer service and support to our clients. This includes assisting customers in finding the right products, handling order...
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Client Service Representative
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Client Service Representative
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Hamilton, Ontario, Canada BMO Full timeJob Summary:We are seeking a highly skilled and experienced Client Service Representative to join our team at BMO. As a Client Service Representative, you will play a critical role in providing exceptional client service to support the achievement of business objectives.Key Responsibilities:Provide day-to-day administration and support to Investment Advisors...
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Client Service Representative
3 weeks ago
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Client Service Representative
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Hamilton, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled Client Service Representative to join our team at BMO. As a key member of our Private Wealth group, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide administrative support to Investment Advisors, including scheduling meetings, preparing client...
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Client Service Representative
3 weeks ago
Hamilton, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled Client Service Representative to join our team at BMO. As a key member of our Private Wealth group, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide administrative support to Investment Advisors, including scheduling meetings, preparing client...
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Client Service Representative
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Client Service Representative
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Hamilton, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Representative to join our team at BMO. The successful candidate will provide exceptional client service and support to our Investment Advisors and clients, ensuring a positive and seamless experience.Key ResponsibilitiesProvide administrative support to Investment Advisors, including...
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Veterinary Client Service Representative
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