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Wealth Client Services Associate

BMO

Oakville, Canada

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Job Description

A financial institution is seeking a Client Service Assistant for their Private Wealth team in Oakville. This role requires 1-2 years of banking or administrative experience, aiming to support Investment Advisors while providing excellent service to clients. Responsibilities include coordinating client meetings, handling inquiries, and maintaining client databases, contributing to the overall success of advisor portfolios. The successful candidate will thrive in a fast-paced environment while promoting long-term client relationships. Competitive salary and a commission structure are included.
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