Client Service Associate

2 weeks ago


Thunder Bay, Ontario, Canada BMO Full time
Job Summary

BMO is seeking a highly skilled and motivated Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional client service to support the achievement of business objectives. This role requires a strong understanding of financial services and a passion for delivering excellent customer experiences.

Key Responsibilities
  • Provide exceptional client service to support the achievement of business objectives
  • Develop and maintain strong relationships with clients to understand their financial needs and goals
  • Work closely with Investment Advisors to provide administrative support and ensure seamless client experiences
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and best practices
  • Collaborate with internal teams to resolve client issues and concerns in a timely and effective manner
Requirements
  • 3-5 years of experience in a financial services role
  • Strong understanding of financial services and products
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Strong analytical and problem-solving skills
What We Offer
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance


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