Job opportunity
Wealth Client Services & Growth Associate
BMO
BMO Financial Group in Canada seeks a client services professional to support investment planning and advisory delivery, collaborating with the branch team and business partners. You will help grow the client base through referrals and outbound outreach while tracking performance metrics and ensuring service standards.
The role emphasizes knowledge of investment processes, proprietary products, and regulatory compliance to safeguard assets and ensure high-quality customer experiences.
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Apply on source site The role emphasizes knowledge of investment processes, proprietary products, and regulatory compliance to safeguard assets and ensure high-quality customer experiences.
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