Client Service Representative

4 weeks ago


Hamilton, Ontario, Canada BMO Full time
Job Summary

We 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 Responsibilities
  • Provide administrative support to Investment Advisors, including scheduling meetings, preparing client reviews, and coordinating marketing activities.
  • Ensure timely and effective resolution of client complaints and inquiries.
  • Process client transactions, including trades, transfers, and account maintenance.
  • Generate reports and documents for clients and Investment Advisors as required.
  • Maintain accurate and up-to-date client records and databases.
Requirements
  • 3-5 years of relevant experience in a similar role.
  • Advanced knowledge of investment processes and procedures.
  • Excellent communication and organizational skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
What We Offer

BMO offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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